Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$378K Hold
2024
Q4
$501K Hold
2024
Q3
$459K Hold
2024
Q2
$330K Hold
2024
Q1
$356K Hold
2023
Q4
$344K Hold
2023
Q3
$240K Hold
2023
Q2
$233K Hold
2023
Q1
$234K Hold
2022
Q4
$222K Hold
2022
Q3
$222K Buy
2022
Q2
Sell
2022
Q1
$240K Buy