Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
2025
Q1
$337K Hold
2024
Q4
$400K Hold
2024
Q3
$393K Buy
2024
Q2
Sell
2024
Q1
$412K Hold
2023
Q4
$381K Hold
2023
Q3
$309K Hold
2023
Q2
$310K Hold
2023
Q1
$279K Hold
2022
Q4
$261K Buy