Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$165K Sell
2025
Q1
$150K Hold
2024
Q4
$138K Hold
2024
Q3
$128K Sell
2024
Q2
$143K Hold
2024
Q1
$138K Hold
2023
Q4
$110K Hold
2023
Q3
$92K Buy
2023
Q2
$95K Hold
2023
Q1
$88K Hold
2022
Q4
$72K Hold
2022
Q3
$57K Sell
2022
Q2
$72K Hold
2022
Q1
$88K Buy