Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$334K Hold
2025
Q1
$257K Hold
2024
Q4
$283K Hold
2024
Q3
$353K Hold
2024
Q2
$301K Hold
2024
Q1
$265K Hold
2023
Q4
$227K Hold
2023
Q3
$220K Hold
2023
Q2
$239K Hold
2023
Q1
$207K Hold
2022
Q4
$210K Buy
2022
Q2
Sell
2022
Q1
$211K Buy