Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
2025
Q1
$350K Hold
2024
Q4
$353K Hold
2024
Q3
$370K Hold
2024
Q2
$370K Hold
2024
Q1
$465K Buy
2023
Q4
$330K Hold
2023
Q3
$322K Buy
2023
Q2
$223 Sell
2023
Q1
$368K Hold
2022
Q4
$377K Buy
2022
Q3
$247K Hold
2022
Q2
$253K Buy
2022
Q1
$217K Buy