Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$313K Sell
2024
Q4
$425K Buy
2024
Q3
$330K Sell
2024
Q2
$499K Buy
2024
Q1
$521K Buy
2023
Q4
Hold
2023
Q3
Hold