Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
2025
Q1
$252K Sell
2024
Q4
$336K Sell
2024
Q3
$290K Sell
2024
Q2
$279K Sell
2024
Q1
$295K Buy
2023
Q4
$299K Buy
2023
Q3
$318K Buy
2023
Q2
$304K Hold
2023
Q1
$307K Hold
2022
Q4
$280K Buy
2022
Q2
$263K Sell
2022
Q1
$680K Buy