Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
2025
Q1
$147K Hold
2024
Q4
$125K Hold
2024
Q3
$136K Hold
2024
Q2
$144K Buy
2024
Q1
Sell
2023
Q4
$134K Hold
2023
Q3
$127K Hold
2023
Q2
$121K Hold
2023
Q1
$123K Buy