Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Hold
2025
Q1
$260K Hold
2024
Q4
$299K Hold
2024
Q3
$406K Hold
2024
Q2
$354K Hold
2024
Q1
$392K Hold
2023
Q4
$388K Hold
2023
Q3
$401K Hold
2023
Q2
$570K Buy
2023
Q1
Sell
2022
Q4
$793K Hold
2022
Q3
$689K Buy
2022
Q2
Sell
2022
Q1
$809K Hold
2021
Q4
$676K Buy