Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Hold
2025
Q1
$463K Hold
2024
Q4
$425K Hold
2024
Q3
$395K Hold
2024
Q2
$348K Sell
2024
Q1
$339K Hold
2023
Q4
$269K Hold
2023
Q3
$225K Buy
2023
Q2
$206K Buy