Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
2025
Q1
$257K Hold
2024
Q4
$319K Buy
2024
Q3
$274K Buy
2024
Q2
$259K Sell
2024
Q1
$436K Buy
2023
Q4
$234K Buy