Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2025
Q1
$535K Sell
2024
Q4
$479K Buy
2024
Q3
$432K Buy
2024
Q2
$336K Buy
2024
Q1
$268K Hold
2023
Q4
$253K Buy
2023
Q3
$267K Buy
2023
Q2
$74.4K Buy