Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Hold
2025
Q1
$422K Hold
2024
Q4
$358K Hold
2024
Q3
$375K Sell
2024
Q2
$398K Hold
2024
Q1
$352K Buy
2023
Q4
$354K Hold
2023
Q3
$311K Hold
2023
Q2
$313K Hold
2023
Q1
$375K Buy
2022
Q4
$134K Hold
2022
Q3
$111K Buy