Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
2025
Q1
$463K Sell
2024
Q4
$471K Buy
2024
Q3
$454K Hold
2024
Q2
$435K Buy
2024
Q1
$331K Sell
2023
Q4
$348K Buy
2023
Q3
$255K Buy