Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Hold
2025
Q1
$224K Buy
2024
Q3
$258K Hold
2024
Q2
$226K Hold
2024
Q1
$246K Buy
2023
Q3
$223K Hold
2023
Q2
$228K Buy