Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
2025
Q1
$576K Buy
2024
Q4
$475K Buy
2024
Q3
$315K Buy
2024
Q2
$240K Buy
2024
Q1
$86K Hold
2023
Q4
$98K Hold
2023
Q3
$80K Buy