Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
2025
Q1
$247K Hold
2024
Q4
$276K Buy
2024
Q3
$201K Buy
2024
Q2
$164K Buy
2024
Q1
$172K Hold
2023
Q4
$174K Buy