Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
2025
Q1
$332K Hold
2024
Q4
$362K Hold
2024
Q3
$364K Sell
2024
Q2
$491K Buy
2024
Q1
$474K Sell
2023
Q4
$460K Hold
2023
Q3
$363K Sell
2023
Q2
$581K Buy