Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Hold
2025
Q1
$284K Hold
2024
Q4
$321K Hold
2024
Q3
$298K Hold
2024
Q2
$270K Hold
2024
Q1
$219K Hold
2023
Q4
$246K Buy