Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$696K Hold
2025
Q1
$673K Hold
2024
Q4
$693K Hold
2024
Q3
$614K Hold
2024
Q2
$546K Hold
2024
Q1
$639K Hold
2023
Q4
$500K Hold
2023
Q3
$406K Buy