Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
2025
Q1
$294K Sell
2024
Q4
$238K Hold
2024
Q3
$230K Hold
2024
Q2
$200K Sell
2024
Q1
$189K Sell
2023
Q4
$187K Hold
2023
Q3
$167K Sell
2023
Q2
$245K Sell
2023
Q1
$300K Hold
2022
Q4
$287K Buy