Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$316K Hold
2024
Q4
$347K Hold
2024
Q3
$390K Hold
2024
Q2
$398K Hold
2024
Q1
$381K Buy
2023
Q4
$325K Hold
2023
Q3
$346K Buy