Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$482K Hold
2025
Q1
$522K Sell
2024
Q4
$612K Hold
2024
Q3
$569K Hold
2024
Q2
$515K Hold
2024
Q1
$419K Hold
2023
Q4
$471K Buy