Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
2025
Q1
$361K Sell
2024
Q4
$347K Sell
2024
Q3
$312K Sell
2024
Q2
$291K Sell
2024
Q1
$306K Hold
2023
Q4
$306K Buy