Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$556K Hold
2025
Q1
$423K Hold
2024
Q4
$517K Hold
2024
Q3
$516K Buy
2024
Q2
$485K Hold
2024
Q1
$484K Buy
2023
Q4
$354K Sell
2023
Q3
$335K Buy
2023
Q2
$301K Buy