Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
2025
Q1
$473K Hold
2024
Q4
$458K Hold
2024
Q3
$443K Sell
2024
Q2
$444K Buy
2024
Q1
$382K Buy
2023
Q4
$330K Buy