Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$324K Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$196K Buy
2021
Q4
Hold
2021
Q3
Sell
2021
Q2
$228K Buy
2021
Q1
Hold