Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$566K Hold
2025
Q1
$491K Buy
2024
Q4
$557K Sell
2024
Q3
$481K Sell
2024
Q2
$518K Sell
2024
Q1
$490K Hold
2023
Q4
$413K Hold
2023
Q3
$346K Hold
2023
Q2
$354K Buy
2023
Q1
$229K Buy