Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$581K Hold
2025
Q1
$478K Hold
2024
Q4
$529K Hold
2024
Q3
$554K Hold
2024
Q2
$478K Hold
2024
Q1
$504K Hold
2023
Q4
$442K Hold
2023
Q3
$363K Hold
2023
Q2
$345K Sell
2023
Q1
$325K Hold
2022
Q4
$305K Hold
2022
Q3
$246K Buy
2022
Q2
$253K Hold
2022
Q1
$283K Hold
2021
Q4
$384K Buy