Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
2025
Q1
$314K Hold
2024
Q4
$362K Sell
2024
Q3
$366K Buy
2024
Q2
$371K Buy
2024
Q1
$292K Buy
2023
Q4
$242K Buy