Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$186K Sell
2024
Q4
$215K Hold
2024
Q3
$228K Sell
2024
Q2
$288K Sell
2024
Q1
$331K Sell
2023
Q4
$325K Sell
2023
Q3
$361K Hold
2023
Q2
$329K Hold
2023
Q1
$353K Hold
2022
Q4
$325K Hold
2022
Q3
$266K Sell
2022
Q2
$266K Sell
2022
Q1
$296K Hold
2021
Q4
$268K Buy