Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
2025
Q1
$237K Hold
2024
Q4
$292K Hold
2024
Q3
$294K Hold
2024
Q2
$292K Hold
2024
Q1
$521K Hold
2023
Q4
$571K Hold
2023
Q3
$394K Hold
2023
Q2
$381K Hold
2023
Q1
$404K Hold
2022
Q4
$292K Sell
2022
Q3
$299K Buy
2022
Q2
$419K Hold
2022
Q1
$497K Hold
2021
Q4
$992K Buy