Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$409K Buy
2025
Q1
$319K Buy
2024
Q4
$297K Buy
2024
Q3
$324K Hold
2024
Q2
$398K Hold
2024
Q1
$378K Hold
2023
Q4
$294K Buy