Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
2025
Q1
$306K Buy
2024
Q4
$278K Hold
2024
Q3
$291K Hold
2024
Q2
$264K Hold
2024
Q1
$240K Buy
2023
Q4
$227K Buy