Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$190K Hold
2025
Q1
$148K Sell
2024
Q4
$129K Sell
2024
Q3
$606K Buy
2024
Q2
$339K Buy
2024
Q1
$254K Buy
2023
Q4
$172K Hold
2023
Q3
$128K Buy
2023
Q2
$28 Sell
2023
Q1
$31K Hold
2022
Q4
$25K Hold
2022
Q3
$29K Hold
2022
Q2
$21K Buy