Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
2025
Q1
$212K Sell
2024
Q4
$256K Hold
2024
Q3
$302K Hold
2024
Q2
$260K Sell
2024
Q1
$378K Hold
2023
Q4
$444K Sell
2023
Q3
$396K Buy