Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
2025
Q1
Sell
2024
Q4
$155K Sell
2024
Q3
$119K Sell
2024
Q2
$384K Hold
2024
Q1
$381K Hold
2023
Q4
$366K Buy