Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
2025
Q1
$257K Hold
2024
Q4
$215K Hold
2024
Q3
$266K Buy
2024
Q2
$258K Buy
2024
Q1
$213K Sell
2023
Q4
$244K Hold
2023
Q3
$228K Buy
2023
Q2
Sell
2023
Q1
$222K Hold
2022
Q4
$222K Buy
2022
Q3
Sell
2022
Q2
$206K Hold
2022
Q1
$204K Buy