Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$502K Hold
2025
Q1
$381K Hold
2024
Q4
$353K Hold
2024
Q3
$434K Hold
2024
Q2
$462K Hold
2024
Q1
$391K Hold
2023
Q4
$326K Hold
2023
Q3
$257K Hold
2023
Q2
$272K Hold
2023
Q1
$224K Hold
2022
Q4
$211K Buy
2022
Q2
Sell
2022
Q1
$205K Buy