Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$162K Hold
2025
Q1
$207K Hold
2024
Q4
$327K Sell
2024
Q3
$534K Buy
2024
Q2
$310K Sell
2024
Q1
$593K Buy
2023
Q4
$240K Buy
2023
Q2
Sell
2023
Q1
$205K Buy