Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
2025
Q1
$302K Hold
2024
Q4
$276K Hold
2024
Q3
$288K Hold
2024
Q2
$255K Hold
2024
Q1
$259K Hold
2023
Q4
$226K Hold
2023
Q3
$208K Buy
2023
Q1
Sell
2022
Q4
$221K Buy
2022
Q2
Sell
2022
Q1
$218K Buy