Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
2025
Q1
$329K Sell
2024
Q4
$293K Hold
2024
Q3
$325K Sell
2024
Q2
$289K Sell
2024
Q1
$308K Hold
2023
Q4
$262K Buy
2023
Q3
$236K Buy
2023
Q2
$182K Sell
2023
Q1
$354K Hold
2022
Q4
$359K Buy