Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2025
Q1
$247K Hold
2024
Q4
$202K Sell
2024
Q3
$232K Buy
2024
Q2
Sell
2024
Q1
$215K Sell
2023
Q4
$223K Sell
2023
Q3
$239K Sell
2023
Q2
$261K Hold
2023
Q1
$268K Buy
2022
Q4
$244K Sell
2022
Q3
$249K Buy