Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
2025
Q1
$452K Sell
2024
Q4
$447K Sell
2024
Q3
$554K Sell
2024
Q2
$451K Hold
2024
Q1
$533K Buy
2023
Q4
$391K Buy
2023
Q3
$364K Buy