Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$369K Hold
2025
Q1
$390K Sell
2024
Q4
$343K Hold
2024
Q3
$424K Sell
2024
Q2
$475K Hold
2024
Q1
$432K Sell
2023
Q4
$472K Sell
2023
Q3
$447K Hold
2023
Q2
$390K Buy