Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
2025
Q1
$324K Hold
2024
Q4
$314K Hold
2024
Q3
$303K Hold
2024
Q2
$291K Hold
2024
Q1
$250K Sell
2023
Q4
$326K Buy
2023
Q3
$229K Buy
2023
Q2
$217K Buy