Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Hold
2025
Q1
$403K Hold
2024
Q4
$383K Buy
2024
Q3
$289K Hold
2024
Q2
$267K Hold
2024
Q1
$244K Hold
2023
Q4
$211K Buy
2023
Q1
$244K Buy