Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$126K Sell
2024
Q4
$136K Sell
2024
Q3
$218K Hold
2024
Q2
$191K Hold
2024
Q1
$195K Hold
2023
Q4
$209K Buy