Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
2025
Q1
$211K Hold
2024
Q4
$196K Hold
2024
Q3
$212K Buy
2024
Q2
$152K Hold
2024
Q1
$146K Hold
2023
Q4
$140K Hold
2023
Q3
$130K Hold
2023
Q2
$123K Buy