Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
2025
Q1
$257K Buy
2024
Q4
$290K Hold
2024
Q3
$269K Sell
2024
Q2
$251K Buy
2024
Q1
$204K Buy
2023
Q4
$229K Buy