Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
2025
Q1
$211K Hold
2024
Q4
$212K Hold
2024
Q3
$270K Hold
2024
Q2
$248K Hold
2024
Q1
$251K Hold
2023
Q4
$297K Buy
2018
Q3
Sell
2018
Q2
$8K Hold
2018
Q1
$7K Buy