Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$361K Sell
2024
Q4
$375K Buy
2024
Q3
$333K Buy
2024
Q2
$312K Buy
2024
Q1
$267K Buy
2023
Q4
$281K Buy
2023
Q3
$232K Hold
2023
Q2
$231K Buy
2023
Q1
$202K Sell
2022
Q4
$230K Hold
2022
Q3
$220K Hold
2022
Q2
$217K Hold
2022
Q1
$222K Sell
2021
Q4
$225K Buy