Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
2025
Q1
$380K Buy
2024
Q4
$331K Buy
2024
Q3
$382K Buy
2024
Q2
$380K Buy
2024
Q1
$332K Buy
2023
Q4
$254K Buy
2021
Q2
Sell
2021
Q1
$21K Hold
2020
Q4
$17K Buy