Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
2025
Q1
$360K Buy
2024
Q4
$300 Sell
2024
Q3
$243K Buy
2024
Q2
$119K Buy
2024
Q1
$11K Hold
2023
Q4
$10K Sell
2023
Q3
$14K Buy