Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
2025
Q1
$338K Sell
2024
Q4
$439K Sell
2024
Q3
$464K Sell
2024
Q2
$433K Hold
2024
Q1
$480K Buy
2023
Q4
$478K Buy