Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$348K Buy
2024
Q4
$293K Hold
2024
Q3
$325K Hold
2024
Q2
$282K Hold
2024
Q1
$300K Sell
2023
Q4
$271K Buy