Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Hold
2025
Q1
$280K Buy
2024
Q4
$253K Buy
2024
Q3
$248K Sell
2024
Q2
$232K Hold
2024
Q1
$248K Hold
2023
Q4
$206K Hold
2023
Q3
$220K Hold
2023
Q2
$246K Buy