Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$236K Hold
2025
Q1
$225K Hold
2024
Q4
$218K Hold
2024
Q3
$211K Hold
2024
Q2
$202K Buy
2023
Q1
Sell
2022
Q4
$109K Hold
2022
Q3
$112K Hold
2022
Q2
$114K Hold
2022
Q1
$137K Hold
2021
Q4
$135K Buy