Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
2025
Q1
$317K Sell
2024
Q4
$282K Sell
2024
Q3
$399K Hold
2024
Q2
$340K Buy
2024
Q1
$302K Hold
2023
Q4
$265K Hold
2023
Q3
$212K Hold
2023
Q2
$219K Buy