Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Hold
2025
Q1
$437K Hold
2024
Q4
$382K Hold
2024
Q3
$406K Hold
2024
Q2
$466K Hold
2024
Q1
$487K Hold
2023
Q4
$457K Hold
2023
Q3
$500K Hold
2023
Q2
$456K Hold
2023
Q1
$490K Buy