Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Hold
2025
Q1
$262K Hold
2024
Q4
$251K Sell
2024
Q3
$229K Hold
2024
Q2
$204K Sell
2024
Q1
$530K Buy
2023
Q4
Sell
2023
Q3
$264K Sell
2023
Q2
$255K Sell
2023
Q1
$473K Buy
2022
Q4
$207K Buy