Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Hold
2025
Q1
$287K Sell
2024
Q4
$275K Buy
2024
Q3
$219K Buy
2024
Q2
Sell
2024
Q1
$261K Sell
2023
Q4
$292K Hold
2023
Q3
$366K Buy