Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
2024
Q4
Sell
2024
Q3
$215K Buy
2024
Q2
Sell
2024
Q1
$242K Buy
2023
Q4
$261K Hold
2023
Q3
$229K Hold
2023
Q2
$265K Hold
2023
Q1
$294K Hold
2022
Q4
$281K Hold
2022
Q3
$217K Hold
2022
Q2
$276K Hold
2022
Q1
$299K Hold
2021
Q4
$400K Buy