Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
2025
Q1
$269K Hold
2024
Q4
$230K Sell
2024
Q3
$244K Sell
2024
Q2
$271K Hold
2024
Q1
$251K Hold
2023
Q4
$247K Buy