Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Hold
2025
Q1
$304K Hold
2024
Q4
$319K Hold
2024
Q3
$348K Hold
2024
Q2
$336K Hold
2024
Q1
$333K Hold
2023
Q4
$346K Hold
2023
Q3
$399K Sell
2023
Q2
$466K Buy