Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Hold
2025
Q1
$474K Hold
2024
Q4
$628K Hold
2024
Q3
$576K Hold
2024
Q2
$415K Hold
2024
Q1
$447K Hold
2023
Q4
$432K Hold
2023
Q3
$301K Hold
2023
Q2
$293K Hold
2023
Q1
$293K Hold
2022
Q4
$278K Hold
2022
Q3
$278K Buy
2022
Q2
$120K Hold
2022
Q1
$151K Buy