Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
2025
Q1
$260K Hold
2024
Q4
$328K Hold
2024
Q3
$338K Hold
2024
Q2
$393K Hold
2024
Q1
$325K Hold
2023
Q4
$218K Buy