Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Hold
2025
Q1
$265K Hold
2024
Q4
$277K Buy
2024
Q3
Sell
2024
Q2
$434K Hold
2024
Q1
$388K Hold
2023
Q4
$303K Buy