Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
2025
Q1
$262K Buy
2024
Q4
$244K Hold
2024
Q3
$263K Sell
2024
Q2
$421K Sell
2024
Q1
$455K Hold
2023
Q4
$437K Buy
2023
Q3
$381K Buy
2023
Q2
$200K Buy
2023
Q1
Sell
2022
Q4
$203K Buy