Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$407K Hold
2025
Q1
$355K Sell
2024
Q4
$325K Hold
2024
Q3
$325K Hold
2024
Q2
$325K Sell
2024
Q1
$411K Hold
2023
Q4
$387K Hold
2023
Q3
$294K Hold
2023
Q2
$243K Hold
2023
Q1
$254K Buy