Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$259K Sell
2024
Q4
$305K Sell
2024
Q3
$321K Sell
2024
Q2
$373K Hold
2024
Q1
$377K Buy
2023
Q4
$346K Buy
2023
Q3
$285K Buy