Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$357K Hold
2024
Q4
$342K Hold
2024
Q3
$303K Hold
2024
Q2
$265K Sell
2024
Q1
$284K Buy
2023
Q4
$261K Hold
2023
Q3
$222K Hold
2023
Q2
$225K Buy
2023
Q1
$219K Sell
2022
Q4
$204K Buy