Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Hold
2025
Q1
$221K Buy
2024
Q4
Sell
2024
Q3
$239K Sell
2024
Q2
$234K Sell
2024
Q1
$404K Buy
2023
Q4
$384K Buy