Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Hold
2025
Q1
$323K Sell
2024
Q4
$366K Sell
2024
Q3
$363K Buy
2024
Q2
$345K Hold
2024
Q1
$297K Sell
2023
Q4
$413K Buy
2023
Q3
$225K Sell
2023
Q2
$261K Buy
2022
Q2
Sell
2022
Q1
$224K Buy