Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Hold
2025
Q1
$354K Sell
2024
Q4
$347K Sell
2024
Q3
$359K Hold
2024
Q2
$344K Buy
2024
Q1
$292K Buy
2023
Q4
$260K Hold
2023
Q3
$223K Hold
2023
Q2
$212K Buy