Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$313K Hold
2025
Q1
$353K Hold
2024
Q4
$309K Hold
2024
Q3
$328K Hold
2024
Q2
$377K Hold
2024
Q1
$394K Hold
2023
Q4
$370K Hold
2023
Q3
$404K Buy
2023
Q2
$247K Hold
2023
Q1
$266K Hold
2022
Q4
$245K Buy
2022
Q2
Sell
2022
Q1
$206K Buy