Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
2025
Q1
$366K Buy
2024
Q4
$372K Hold
2024
Q3
$345K Hold
2024
Q2
$295K Hold
2024
Q1
$314K Hold
2023
Q4
$256K Sell
2023
Q3
$255K Buy
2023
Q2
$271K Buy
2023
Q1
$257K Buy
2022
Q4
$251K Buy
2022
Q3
$210K Buy