Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
2025
Q1
$273K Sell
2024
Q4
$256K Sell
2024
Q3
$420K Sell
2024
Q2
$663K Buy
2024
Q1
$215K Hold
2023
Q4
$215K Buy