Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Hold
2025
Q1
$469K Hold
2024
Q4
$454K Hold
2024
Q3
$440K Hold
2024
Q2
$422K Hold
2024
Q1
$363K Hold
2023
Q4
$327K Buy