Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
2025
Q1
$441K Sell
2024
Q4
$444K Sell
2024
Q3
$537K Hold
2024
Q2
$564K Hold
2024
Q1
$499K Buy
2023
Q4
$499K Sell
2023
Q3
$523K Buy