Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$254K Hold
2024
Q4
$239K Sell
2024
Q3
$553K Hold
2024
Q2
$595K Buy
2024
Q1
$663K Buy
2023
Q4
$629K Buy
2023
Q3
$734K Hold
2023
Q2
$900K Buy