Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
2025
Q1
$405K Hold
2024
Q4
$335K Buy
2024
Q3
$414K Buy
2024
Q2
$391K Buy
2024
Q1
$408K Sell
2023
Q4
$335K Buy