Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Hold
2025
Q1
$249K Sell
2024
Q4
$460K Sell
2024
Q3
$421K Hold
2024
Q2
$306K Hold
2024
Q1
$248K Hold
2023
Q4
$137K Hold
2023
Q3
$118K Buy