Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$180K Buy
2025
Q1
$213K Hold
2024
Q4
$213K Buy
2024
Q3
$195K Buy
2024
Q2
$186K Sell
2024
Q1
$258K Sell
2023
Q4
$221K Buy