Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
2025
Q1
$231K Sell
2024
Q4
$312K Hold
2024
Q3
$354K Hold
2024
Q2
$348K Hold
2024
Q1
$270K Hold
2023
Q4
$213K Buy
2023
Q3
$163K Hold
2023
Q2
$161K Buy