Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$417K Buy
2024
Q4
$176K Hold
2024
Q3
$157K Hold
2024
Q2
$132K Hold
2024
Q1
$117K Hold
2023
Q4
$102K Buy
2023
Q3
Sell
2023
Q2
$15.7K Hold
2023
Q1
$14.7K Buy