Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
2025
Q1
$212K Buy
2024
Q4
$193K Hold
2024
Q3
$173K Sell
2024
Q2
$244K Sell
2024
Q1
$300K Hold
2023
Q4
$304K Buy
2023
Q3
$318K Sell
2023
Q2
$353K Sell
2023
Q1
$362K Buy