Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$265K Sell
2024
Q4
$572K Sell
2024
Q3
$515K Sell
2024
Q2
$474K Buy
2024
Q1
$495K Hold
2023
Q4
$544K Buy
2023
Q3
$515K Hold
2023
Q2
$500K Buy