Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Hold
2025
Q1
$501K Hold
2024
Q4
$547K Hold
2024
Q3
$508K Hold
2024
Q2
$432K Hold
2024
Q1
$419K Hold
2023
Q4
$401K Hold
2023
Q3
$373K Hold
2023
Q2
$295K Buy