Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$422K Hold
2025
Q1
$445K Hold
2024
Q4
$414K Hold
2024
Q3
$447K Hold
2024
Q2
$357K Hold
2024
Q1
$330K Hold
2023
Q4
$330K Hold
2023
Q3
$307K Hold
2023
Q2
$279K Hold
2023
Q1
$258K Buy