Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$225K Sell
2024
Q4
$216K Hold
2024
Q3
$218K Buy
2024
Q2
Sell
2024
Q1
$217K Buy
2023
Q4
Sell
2023
Q3
$443K Hold
2023
Q2
$422K Buy