Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$405K Hold
2025
Q1
$362K Sell
2024
Q4
$432K Buy
2024
Q3
$409K Sell
2024
Q2
$377K Hold
2024
Q1
$471K Sell
2023
Q4
$657K Buy