Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Hold
2025
Q1
$343K Hold
2024
Q4
$395K Hold
2024
Q3
$382K Hold
2024
Q2
$326K Hold
2024
Q1
$363K Hold
2023
Q4
$342K Hold
2023
Q3
$307K Hold
2023
Q2
$313K Hold
2023
Q1
$312K Hold
2022
Q4
$314K Hold
2022
Q3
$253K Hold
2022
Q2
$241K Hold
2022
Q1
$284K Buy