Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$374K Hold
2025
Q1
$315K Hold
2024
Q4
$279K Sell
2024
Q3
$281K Sell
2024
Q2
$255K Hold
2024
Q1
$282K Hold
2023
Q4
$241K Buy
2021
Q4
Sell
2021
Q3
$413K Hold
2021
Q2
$435K Hold
2021
Q1
$396K Buy