Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Hold
2025
Q1
$376K Hold
2024
Q4
$350K Hold
2024
Q3
$370K Hold
2024
Q2
$302K Hold
2024
Q1
$282K Hold
2023
Q4
$279K Hold
2023
Q3
$261K Hold
2023
Q2
$245K Hold
2023
Q1
$218K Hold
2022
Q4
$246K Hold
2022
Q3
$213K Buy
2022
Q2
Sell
2022
Q1
$221K Buy