Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
2024
Q2
Sell
2024
Q1
$202K Buy
2022
Q4
Sell
2022
Q3
$207K Hold
2022
Q2
$223K Buy
2022
Q1
$236K Hold
2021
Q4
$236K Sell
2021
Q3
$253K Buy