Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2022
Q3
Sell
2022
Q2
$218K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$532K Buy