Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$233K Hold
2025
Q1
$217K Hold
2024
Q4
$210K Hold
2024
Q3
$271K Hold
2024
Q2
$285K Hold
2024
Q1
$356K Hold
2023
Q4
$313K Hold
2023
Q3
$281K Hold
2023
Q2
$295K Hold
2023
Q1
$278K Hold
2022
Q4
$237K Buy
2022
Q2
Sell
2022
Q1
$268K Hold
2021
Q4
$205K Buy