Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Hold
2025
Q1
$311K Hold
2024
Q4
$278K Hold
2024
Q3
$258K Hold
2024
Q2
$247K Hold
2024
Q1
$241K Hold
2023
Q4
$213K Hold
2023
Q3
$207K Buy
2023
Q2
Sell
2023
Q1
$200K Buy