Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
2025
Q1
$292K Hold
2024
Q4
$283K Sell
2024
Q3
$333K Buy
2024
Q2
$290K Sell
2024
Q1
$251K Buy
2023
Q4
$221K Buy