Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
2025
Q1
$525K Buy
2024
Q4
$451K Hold
2024
Q3
$477K Buy
2024
Q2
$356K Buy
2024
Q1
$249K Buy
2023
Q4
$247K Buy
2022
Q2
Sell
2022
Q1
$221K Hold
2021
Q4
$263K Buy