Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
2025
Q1
$287K Hold
2024
Q4
$350K Buy
2024
Q3
$347K Buy
2024
Q2
$327K Buy
2024
Q1
$323K Sell
2023
Q4
$254K Buy