Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
2025
Q1
$288K Hold
2024
Q4
$319K Hold
2024
Q3
$364K Hold
2024
Q2
$397K Hold
2024
Q1
$423K Hold
2023
Q4
$350K Hold
2023
Q3
$330K Hold
2023
Q2
$370K Hold
2023
Q1
$341K Hold
2022
Q4
$356K Buy