Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$339K Sell
2024
Q4
$330K Buy
2024
Q3
$408K Buy
2024
Q2
$390K Buy
2024
Q1
$353K Hold
2023
Q4
$357K Buy