Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2025
Q1
$260K Hold
2024
Q4
$329K Sell
2024
Q3
$339K Buy
2024
Q2
$395K Buy
2024
Q1
$324K Sell
2023
Q4
$226K Hold
2023
Q3
$204K Buy