Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Hold
2025
Q1
$339K Hold
2024
Q4
$360K Hold
2024
Q3
$350K Hold
2024
Q2
$289K Hold
2024
Q1
$336K Hold
2023
Q4
$339K Hold
2023
Q3
$308K Hold
2023
Q2
$282K Buy
2023
Q1
Sell
2022
Q4
$279K Hold
2022
Q3
$253K Hold
2022
Q2
$247K Buy