Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$215K Sell
2024
Q4
$226K Sell
2024
Q3
$368K Sell
2024
Q2
$418K Buy
2024
Q1
$380K Sell
2023
Q4
$454K Hold
2023
Q3
$378K Hold
2023
Q2
$396K Buy
2023
Q1
$415K Buy