Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Hold
2025
Q1
$216K Buy
2024
Q4
Sell
2024
Q3
$289K Hold
2024
Q2
$276K Hold
2024
Q1
$303K Sell
2023
Q4
$259K Sell
2023
Q3
$249K Buy
2023
Q2
$208K Buy