Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Hold
2025
Q1
$289K Hold
2024
Q4
$253K Hold
2024
Q3
$305K Hold
2024
Q2
$288K Hold
2024
Q1
$320K Hold
2023
Q4
$277K Hold
2023
Q3
$271K Hold
2023
Q2
$266K Hold
2023
Q1
$266K Buy