Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
2025
Q1
$303K Buy
2024
Q4
$232K Hold
2024
Q3
$233K Sell
2024
Q2
$235K Hold
2024
Q1
$260K Sell
2023
Q4
$255K Buy
2023
Q3
$169K Sell
2023
Q2
$164K Hold
2023
Q1
$160K Buy