Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
2025
Q1
$422K Hold
2024
Q4
$361K Hold
2024
Q3
$380K Hold
2024
Q2
$416K Hold
2024
Q1
$386K Hold
2023
Q4
$379K Sell
2023
Q3
$487K Sell
2023
Q2
$493K Hold
2023
Q1
$470K Buy