Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
2025
Q1
$581K Buy
2024
Q4
$391K Buy
2024
Q3
$354K Hold
2024
Q2
$324K Hold
2024
Q1
$395K Sell
2023
Q4
$442K Sell
2023
Q3
$391K Buy