Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
2025
Q1
$246K Sell
2024
Q4
$207K Hold
2024
Q3
$256K Hold
2024
Q2
$248K Buy
2024
Q1
Sell
2023
Q4
$200K Buy