Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
2025
Q1
$341K Hold
2024
Q4
$301K Hold
2024
Q3
$352K Sell
2024
Q2
$486K Buy
2024
Q1
$680K Sell
2023
Q4
$2.33M Sell
2023
Q3
$2.36M Buy