Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$589K Hold
2025
Q1
$447K Hold
2024
Q4
$415K Hold
2024
Q3
$510K Hold
2024
Q2
$543K Hold
2024
Q1
$460K Hold
2023
Q4
$382K Hold
2023
Q3
$302K Hold
2023
Q2
$319K Hold
2023
Q1
$263K Hold
2022
Q4
$248K Buy
2022
Q3
Sell
2022
Q2
$220K Buy
2022
Q1
$246K Buy
2021
Q1
$252K Buy