Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Hold
2025
Q1
$256K Sell
2024
Q4
$1.28M Buy
2024
Q3
$258K Sell
2024
Q2
$379K Buy
2024
Q1
$111K Hold
2023
Q4
$124K Buy