Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
2025
Q1
$185K Sell
2024
Q4
$357K Buy
2024
Q3
$65K Hold
2024
Q2
$52K Buy
2024
Q1
$40K Hold
2023
Q4
$50K Buy
2023
Q3
$40K Buy