Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Hold
2024
Q4
$253K Sell
2024
Q3
$314K Hold
2024
Q2
$282K Hold
2024
Q1
$333K Sell
2023
Q4
$332K Sell
2023
Q3
$342K Sell
2023
Q2
$402K Hold
2023
Q1
$420K Buy
2022
Q4
$379K Hold
2022
Q3
$361K Sell
2022
Q2
$371K Buy