Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Hold
2025
Q1
$250K Hold
2024
Q4
$305K Buy
2024
Q3
$262K Hold
2024
Q2
$248K Hold
2024
Q1
$247K Sell
2023
Q4
$208K Sell
2023
Q3
$210K Buy
2023
Q1
$247K Buy