Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$173K Hold
2024
Q4
$214K Hold
2024
Q3
$212K Hold
2024
Q2
$329K Hold
2024
Q1
$228K Buy
2023
Q4
$328K Sell
2023
Q3
$176K Buy
2023
Q2
$229K Buy
2022
Q1
Sell
2021
Q4
$609K Buy
2021
Q3
$278K Buy