Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
2025
Q1
$238K Hold
2024
Q4
$214K Buy
2024
Q3
Sell
2024
Q2
$232K Buy
2024
Q1
Sell
2023
Q4
$448K Buy
2023
Q3
$227K Buy
2023
Q2
Sell
2023
Q1
$221K Hold
2022
Q4
$202K Sell
2022
Q3
$201K Buy