Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$263K Hold
2024
Q4
$236K Hold
2024
Q3
$228K Buy
2024
Q2
Sell
2024
Q1
$220K Sell
2023
Q4
$314K Buy
2023
Q3
$227K Hold
2023
Q2
$241K Sell
2023
Q1
$233K Hold
2022
Q4
$233K Hold
2022
Q3
$208K Hold
2022
Q2
$210K Sell
2022
Q1
$370K Hold
2021
Q4
$341K Hold
2021
Q3
$324K Buy