Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$302K Sell
2024
Q4
$419K Buy
2024
Q3
Sell
2024
Q2
$463K Buy
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold