Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Hold
2025
Q1
$319K Hold
2024
Q4
$346K Hold
2024
Q3
$450K Hold
2024
Q2
$445K Hold
2024
Q1
$508K Hold
2023
Q4
$452K Hold
2023
Q3
$401K Buy
2021
Q3
Sell
2021
Q2
$544K Buy