Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
2025
Q1
$279K Hold
2024
Q4
$283K Hold
2024
Q3
$258K Hold
2024
Q2
$267K Hold
2024
Q1
$285K Buy
2023
Q4
$238K Buy
2023
Q3
$210K Buy
2023
Q2
$221K Buy