Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Hold
2025
Q1
$254K Hold
2024
Q4
$286K Hold
2024
Q3
$343K Hold
2024
Q2
$266K Hold
2024
Q1
$283K Hold
2023
Q4
$245K Hold
2023
Q3
$209K Hold
2023
Q2
$222K Buy
2022
Q1
Sell
2021
Q4
$201K Buy