Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Hold
2025
Q1
$434K Hold
2024
Q4
$534K Hold
2024
Q3
$479K Hold
2024
Q2
$628K Hold
2024
Q1
$780K Hold
2023
Q4
$683K Hold
2023
Q3
$688K Buy
2019
Q1
Sell
2018
Q4
$194K Hold
2018
Q3
$229K Hold
2018
Q2
$232K Buy