Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Hold
2025
Q1
$210K Hold
2024
Q4
$250K Buy
2024
Q3
$214K Sell
2024
Q2
$289K Hold
2024
Q1
$226K Hold
2023
Q4
$173K Hold
2023
Q3
$145K Buy
2023
Q2
$161K Hold
2023
Q1
$149K Buy