Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Hold
2025
Q1
$255K Buy
2024
Q4
Sell
2024
Q3
$168K Hold
2024
Q2
$173K Hold
2024
Q1
$185K Hold
2023
Q4
$157K Hold
2023
Q3
$138K Hold
2023
Q2
$146K Hold
2023
Q1
$120K Hold
2022
Q4
$97K Hold
2022
Q3
$85K Buy