Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$449K Hold
2025
Q1
$371K Sell
2024
Q4
$390K Buy
2024
Q3
$293K Hold
2024
Q2
$359K Hold
2024
Q1
$341K Sell
2023
Q4
$271K Buy