Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Hold
2025
Q1
$142K Sell
2024
Q4
$192K Sell
2024
Q3
$271K Sell
2024
Q2
$321K Sell
2024
Q1
$294K Sell
2023
Q4
$393K Sell
2023
Q3
$396K Hold
2023
Q2
$442K Buy
2023
Q1
$401K Buy
2022
Q4
$110K Hold
2022
Q3
$98K Buy
2022
Q2
$95K Buy
2022
Q1
$63K Buy