Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$155K Hold
2024
Q4
$142K Hold
2024
Q3
$152K Sell
2024
Q2
$571K Hold
2024
Q1
$695K Hold
2023
Q4
$663K Hold
2023
Q3
$773K Hold
2023
Q2
$686K Hold
2023
Q1
$646K Hold
2022
Q4
$626K Hold
2022
Q3
$665K Buy
2022
Q2
$553K Hold
2022
Q1
$550K Buy
2021
Q2
Sell
2021
Q1
$1K Buy