Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$258K Hold
2024
Q2
$185K Hold
2024
Q1
$304K Sell
2023
Q4
$466K Hold
2023
Q3
$358K Hold
2023
Q2
$495K Buy
2023
Q1
$370K Hold
2022
Q4
$326K Sell
2022
Q3
$640K Hold
2022
Q2
$740K Buy