Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
2025
Q1
$391K Hold
2024
Q4
$344K Buy
2024
Q3
$345K Hold
2024
Q2
$258K Sell
2024
Q1
$268K Hold
2023
Q4
$276K Buy