Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
2025
Q1
$245K Hold
2024
Q4
$248K Hold
2024
Q3
$302K Hold
2024
Q2
$285K Sell
2024
Q1
$318K Hold
2023
Q4
$349K Hold
2023
Q3
$343K Hold
2023
Q2
$375K Hold
2023
Q1
$354K Buy
2022
Q4
$283K Buy