Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
2025
Q1
$206K Sell
2024
Q4
$273K Sell
2024
Q3
$284K Sell
2024
Q2
$264K Sell
2024
Q1
$248K Hold
2023
Q4
$208K Buy
2023
Q1
Sell
2022
Q4
$231K Buy