Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Hold
2025
Q1
$192K Hold
2024
Q4
$268K Sell
2024
Q3
$2.38M Buy
2024
Q2
$312K Hold
2024
Q1
$477K Hold
2023
Q4
$473K Buy