Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
2025
Q1
$338K Buy
2024
Q4
$240K Buy
2024
Q2
Sell
2024
Q1
$264K Sell
2023
Q4
$265K Hold
2023
Q3
$281K Buy
2023
Q2
$229K Sell
2023
Q1
$237K Buy
2022
Q2
Sell
2022
Q1
$230K Buy