Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
2025
Q1
$409K Buy
2024
Q4
$357K Hold
2024
Q3
$359K Hold
2024
Q2
$281K Hold
2024
Q1
$310K Hold
2023
Q4
$265K Hold
2023
Q3
$228K Hold
2023
Q2
$217K Sell
2023
Q1
$240K Buy