Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Hold
2025
Q1
$479K Hold
2024
Q4
$553K Hold
2024
Q3
$470K Hold
2024
Q2
$487K Hold
2024
Q1
$455K Hold
2023
Q4
$383K Sell
2023
Q3
$384K Hold
2023
Q2
$394K Buy