Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
2025
Q1
$365K Hold
2024
Q4
$365K Buy
2024
Q3
$278K Sell
2024
Q2
$270K Buy
2024
Q1
$242K Buy
2023
Q4
$126K Buy