Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$362K Hold
2024
Q4
$460K Buy
2024
Q3
$230K Buy
2024
Q2
$120K Hold
2024
Q1
$149K Sell
2023
Q4
$292K Sell
2023
Q3
$417K Hold
2023
Q2
$444K Buy
2023
Q1
$219K Buy