Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$164K Hold
2025
Q1
$153K Buy
2024
Q4
$111K Hold
2024
Q3
$95K Hold
2024
Q2
$89K Hold
2024
Q1
$87K Hold
2023
Q4
$99K Hold
2023
Q3
$85K Buy