Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
2025
Q1
$317K Sell
2024
Q4
$381K Buy
2024
Q3
$408K Sell
2024
Q2
$474K Buy
2024
Q1
$406K Buy
2023
Q4
$393K Hold
2023
Q3
$346K Buy
2023
Q2
$372K Buy