Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$244K Hold
2024
Q4
$292K Hold
2024
Q3
$401K Sell
2024
Q2
$442K Hold
2024
Q1
$474K Hold
2023
Q4
$469K Buy