Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
2025
Q1
$255K Sell
2024
Q4
$293K Hold
2024
Q3
$278K Hold
2024
Q2
$290K Sell
2024
Q1
$356K Hold
2023
Q4
$281K Buy
2023
Q3
$227K Hold
2023
Q2
$224K Buy