Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Hold
2025
Q1
$351K Hold
2024
Q4
$374K Hold
2024
Q3
$353K Hold
2024
Q2
$356K Hold
2024
Q1
$385K Sell
2023
Q4
$584K Hold
2023
Q3
$478K Hold
2023
Q2
$531K Sell
2023
Q1
$539K Hold
2022
Q4
$391K Buy