Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$272K Buy
2024
Q4
$271K Hold
2024
Q3
$326K Buy
2024
Q2
$397K Hold
2024
Q1
$377K Hold
2023
Q4
$294K Sell
2023
Q3
$290K Buy
2023
Q2
$355K Hold
2023
Q1
$334K Buy
2022
Q4
$247K Buy
2022
Q3
Sell
2022
Q2
$200K Buy