Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Hold
2025
Q1
$456K Hold
2024
Q4
$466K Hold
2024
Q3
$457K Hold
2024
Q2
$397K Hold
2024
Q1
$444K Hold
2023
Q4
$379K Buy
2023
Q3
$236K Buy