Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
2025
Q1
$141K Hold
2024
Q4
$136K Hold
2024
Q3
$176K Sell
2024
Q2
$197K Sell
2024
Q1
$273K Hold
2023
Q4
$241K Sell
2023
Q3
$225K Hold
2023
Q2
$248K Buy