Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$196K Hold
2025
Q1
$189K Hold
2024
Q4
$192K Hold
2024
Q3
$192K Hold
2024
Q2
$192K Hold
2024
Q1
$189K Hold
2023
Q4
$230K Buy
2023
Q3
$238K Hold
2023
Q2
$330K Hold
2023
Q1
$333K Buy
2022
Q4
$200K Buy
2022
Q1
Sell
2021
Q4
$243K Hold
2021
Q3
$203K Hold
2021
Q2
$207K Hold
2021
Q1
$212K Buy