Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Hold
2025
Q1
$219K Sell
2024
Q4
$272K Sell
2024
Q3
$382K Buy
2024
Q2
$437K Buy
2024
Q1
$411K Hold
2023
Q4
$321K Hold
2023
Q3
$250K Buy
2023
Q2
$294K Buy
2023
Q1
$254K Buy