Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
2025
Q1
$358K Hold
2024
Q4
$346K Buy
2024
Q3
$334K Hold
2024
Q2
$320K Buy
2024
Q1
$276K Hold
2023
Q4
$248K Buy
2023
Q3
$212K Hold
2023
Q2
$202K Buy