Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
2025
Q1
$430K Hold
2024
Q4
$358K Buy
2024
Q3
$315K Hold
2024
Q2
$277K Hold
2024
Q1
$280K Buy
2023
Q4
$297K Buy