Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$233K Buy
2024
Q4
$238K Hold
2024
Q3
$272K Sell
2024
Q2
$309K Hold
2024
Q1
$329K Buy
2023
Q4
$261K Sell
2023
Q3
$257K Buy
2023
Q2
$279K Buy
2023
Q1
$250K Hold
2022
Q4
$261K Hold
2022
Q3
$203K Hold
2022
Q2
$214K Buy