Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
2025
Q1
$260K Sell
2024
Q4
$302K Sell
2024
Q3
$744K Hold
2024
Q2
$792K Hold
2024
Q1
$671K Hold
2023
Q4
$559K Buy