Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
2023
Q4
Sell
2023
Q3
$211K Hold
2023
Q2
$230K Hold
2023
Q1
$262K Hold
2022
Q4
$274K Hold
2022
Q3
$247K Hold
2022
Q2
$286K Hold
2022
Q1
$261K Buy