Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
2025
Q1
$253K Buy
2024
Q4
$269K Buy
2024
Q3
$254K Buy
2024
Q2
$262K Sell
2024
Q1
$349K Hold
2023
Q4
$275K Sell
2023
Q3
$246K Buy
2023
Q2
$223K Buy
2022
Q2
Sell
2022
Q1
$225K Sell
2021
Q4
$242K Buy