Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
2025
Q1
$180K Hold
2024
Q4
$151K Sell
2024
Q3
$187K Hold
2024
Q2
$181K Hold
2024
Q1
$165K Hold
2023
Q4
$167K Buy