Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Hold
2025
Q1
$428K Hold
2024
Q4
$425K Hold
2024
Q3
$470K Hold
2024
Q2
$408K Hold
2024
Q1
$436K Hold
2023
Q4
$338K Hold
2023
Q3
$296K Hold
2023
Q2
$325K Hold
2023
Q1
$271K Buy