Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Hold
2025
Q1
$341K Hold
2024
Q4
$381K Hold
2024
Q3
$417K Hold
2024
Q2
$442K Hold
2024
Q1
$497K Hold
2023
Q4
$398K Buy