Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
2025
Q1
$233K Sell
2024
Q4
$264K Buy
2024
Q3
$148K Buy
2024
Q2
$111K Sell
2024
Q1
$124K Buy
2023
Q4
$44.3K Buy