Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$281K Hold
2024
Q4
$424K Sell
2024
Q3
$434K Buy
2024
Q2
$321K Sell
2024
Q1
$332K Buy
2023
Q4
$266K Sell
2023
Q3
$247K Hold
2023
Q2
$275K Hold
2023
Q1
$280K Hold
2022
Q4
$218K Buy
2022
Q2
Sell
2022
Q1
$483K Buy