Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
2025
Q1
$209K Hold
2024
Q4
$218K Hold
2024
Q3
$262K Hold
2024
Q2
$322K Hold
2024
Q1
$306K Hold
2023
Q4
$238K Buy