Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Hold
2025
Q1
$256K Hold
2024
Q4
$313K Sell
2024
Q3
$515K Hold
2024
Q2
$388K Hold
2024
Q1
$357K Hold
2023
Q4
$407K Buy
2023
Q3
$276K Buy