Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$619K Buy
2025
Q1
$354K Hold
2024
Q4
$374K Sell
2024
Q3
$467K Hold
2024
Q2
$387K Sell
2024
Q1
$358K Sell
2023
Q4
$336K Buy