Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
2025
Q1
$316K Buy
2024
Q4
$347K Buy
2024
Q3
$303K Hold
2024
Q2
$303K Hold
2024
Q1
$237K Buy
2022
Q2
Sell
2022
Q1
$227K Buy