Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
2025
Q1
$199K Hold
2024
Q4
$208K Hold
2024
Q3
$250K Hold
2024
Q2
$307K Hold
2024
Q1
$256K Hold
2023
Q4
$211K Buy