Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$334K Sell
2024
Q4
$334K Sell
2024
Q3
$403K Sell
2024
Q2
$440K Hold
2024
Q1
$469K Hold
2023
Q4
$466K Sell
2023
Q3
$515K Hold
2023
Q2
$458K Hold
2023
Q1
$462K Hold
2022
Q4
$454K Hold
2022
Q3
$410K Hold
2022
Q2
$392K Sell
2022
Q1
$470K Hold
2021
Q4
$470K Buy