Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
2025
Q1
$249K Hold
2024
Q4
$273K Sell
2024
Q3
$266K Hold
2024
Q2
$242K Buy
2024
Q1
$122K Buy
2023
Q4
$31K Hold
2023
Q3
$31.8K Hold
2023
Q2
$38.4K Buy