Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
2025
Q1
$342K Sell
2024
Q4
$331K Buy
2024
Q3
$329K Hold
2024
Q2
$257K Hold
2024
Q1
$284K Hold
2023
Q4
$243K Hold
2023
Q3
$209K Sell
2023
Q2
$205K Buy
2023
Q1
Sell
2022
Q4
$213K Buy
2022
Q3
Sell
2022
Q2
$213K Buy