Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
2025
Q1
$366K Sell
2024
Q4
$372K Sell
2024
Q3
$429K Sell
2024
Q2
$377K Hold
2024
Q1
$370K Buy
2023
Q4
$295K Buy