Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$204K Buy
2024
Q4
$228K Sell
2024
Q3
$319K Hold
2024
Q2
$309K Hold
2024
Q1
$338K Hold
2023
Q4
$320K Sell
2023
Q3
$310K Hold
2023
Q2
$321K Hold
2023
Q1
$330K Buy