Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
2025
Q1
$258K Hold
2024
Q4
$286K Hold
2024
Q3
$299K Hold
2024
Q2
$258K Sell
2024
Q1
$491K Buy
2023
Q4
$247K Buy