Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$334K Hold
2025
Q1
$301K Hold
2024
Q4
$320K Hold
2024
Q3
$303K Buy
2024
Q2
$257K Hold
2024
Q1
$278K Buy
2023
Q4
$218K Buy