Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2025
Q1
$611K Buy
2024
Q4
$102K Sell
2024
Q3
$152K Buy
2024
Q2
$48.5K Buy
2023
Q4
Hold
2023
Q3
Hold