Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$219K Sell
2024
Q4
$255K Hold
2024
Q3
$249K Hold
2024
Q2
$272K Sell
2024
Q1
$270K Hold
2023
Q4
$236K Buy