Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
2025
Q1
$308K Buy
2024
Q4
$313K Buy
2024
Q3
$363K Hold
2024
Q2
$390K Hold
2024
Q1
$354K Buy
2023
Q4
$413K Sell
2023
Q3
$355K Buy
2023
Q2
$284K Hold
2023
Q1
$224K Buy