Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
2025
Q1
$445K Hold
2024
Q4
$401K Buy
2024
Q3
$349K Buy
2024
Q2
$332K Buy
2024
Q1
$353K Buy
2023
Q4
$329K Sell
2023
Q3
$299K Buy