Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
2025
Q1
$349K Hold
2024
Q4
$291K Sell
2024
Q3
$285K Buy
2024
Q2
$225K Hold
2024
Q1
$227K Hold
2023
Q4
$251K Buy