Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$202K Hold
2024
Q4
$234K Sell
2024
Q3
$309K Hold
2024
Q2
$339K Hold
2024
Q1
$327K Sell
2023
Q4
$336K Hold
2023
Q3
$352K Hold
2023
Q2
$330K Hold
2023
Q1
$304K Hold
2022
Q4
$230K Buy