Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
2025
Q1
$188K Hold
2024
Q4
$297K Sell
2024
Q3
$247K Sell
2024
Q2
$244K Hold
2024
Q1
$311K Sell
2023
Q4
$249K Hold
2023
Q3
$153K Buy