Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
2025
Q1
$223K Hold
2024
Q4
$423K Hold
2024
Q3
$88K Hold
2024
Q2
$71K Hold
2024
Q1
$101K Hold
2023
Q4
$125K Hold
2023
Q3
$151K Buy