Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
2025
Q1
$271K Sell
2024
Q4
$571K Hold
2024
Q3
$443K Buy
2024
Q2
$367K Hold
2024
Q1
$392K Hold
2023
Q4
$180K Buy
2023
Q3
$80.9K Buy
2023
Q2
$65.1K Buy