Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
2025
Q1
$358K Buy
2024
Q4
$237K Hold
2024
Q3
$225K Hold
2024
Q2
$234K Hold
2024
Q1
$282K Hold
2023
Q4
$222K Buy