Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$123K Hold
2025
Q1
$116K Hold
2024
Q4
$143K Hold
2024
Q3
$136K Hold
2024
Q2
$124K Hold
2024
Q1
$117K Hold
2023
Q4
$122K Buy