Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Hold
2025
Q1
$315K Hold
2024
Q4
$284K Hold
2024
Q3
$247K Hold
2024
Q2
$236K Hold
2024
Q1
$251K Hold
2023
Q4
$234K Hold
2023
Q3
$207K Hold
2023
Q2
$214K Hold
2023
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$199K Buy
2021
Q4
Sell
2021
Q3
$200K Buy