Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$171K Sell
2025
Q1
$175K Sell
2024
Q4
$229K Hold
2024
Q3
$288K Sell
2024
Q2
$310K Hold
2024
Q1
$341K Hold
2023
Q4
$281K Hold
2023
Q3
$269K Hold
2023
Q2
$263K Hold
2023
Q1
$240K Buy