Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
2025
Q1
$226K Hold
2024
Q4
$209K Sell
2024
Q3
$260K Sell
2024
Q2
$309K Hold
2024
Q1
$262K Hold
2023
Q4
$218K Buy