Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$409K Hold
2025
Q1
$318K Hold
2024
Q4
$239K Hold
2024
Q3
$350K Hold
2024
Q2
$291K Hold
2024
Q1
$361K Hold
2023
Q4
$376K Hold
2023
Q3
$303K Hold
2023
Q2
$311K Hold
2023
Q1
$252K Buy
2022
Q4
$175K Buy