Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$271K Hold
2024
Q4
$248K Hold
2024
Q3
$260K Sell
2024
Q2
$483K Hold
2024
Q1
$475K Hold
2023
Q4
$393K Hold
2023
Q3
$397K Hold
2023
Q2
$402K Hold
2023
Q1
$399K Hold
2022
Q4
$373K Hold
2022
Q3
$331K Buy
2022
Q2
$271K Hold
2022
Q1
$372K Hold
2021
Q4
$432K Buy