Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$351K Hold
2025
Q1
$256K Hold
2024
Q4
$235K Hold
2024
Q3
$232K Hold
2024
Q2
$300K Hold
2024
Q1
$354K Hold
2023
Q4
$277K Hold
2023
Q3
$203K Hold
2023
Q2
$222K Buy