Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$434K Hold
2025
Q1
$470K Hold
2024
Q4
$450K Buy
2024
Q3
Sell
2024
Q2
$872K Buy
2022
Q2
Sell
2022
Q1
$230K Buy