Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Buy
2025
Q1
$425K Hold
2024
Q4
$411K Hold
2024
Q3
$398K Hold
2024
Q2
$382K Hold
2024
Q1
$329K Buy
2022
Q2
Sell
2022
Q1
$208K Hold
2021
Q4
$205K Buy