Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
2025
Q1
$345K Hold
2024
Q4
$410K Hold
2024
Q3
$361K Sell
2024
Q2
$553K Hold
2024
Q1
$433K Hold
2023
Q4
$331K Buy