Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Hold
2025
Q1
$371K Hold
2024
Q4
$359K Hold
2024
Q3
$348K Hold
2024
Q2
$333K Hold
2024
Q1
$287K Hold
2023
Q4
$259K Hold
2023
Q3
$221K Buy