Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$442K Hold
2025
Q1
$373K Hold
2024
Q4
$330K Hold
2024
Q3
$332K Sell
2024
Q2
$269K Sell
2024
Q1
$328K Hold
2023
Q4
$281K Hold
2023
Q3
$241K Hold
2023
Q2
$230K Buy