Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
2025
Q1
$320K Buy
2024
Q4
$273K Hold
2024
Q3
$288K Hold
2024
Q2
$315K Hold
2024
Q1
$293K Hold
2023
Q4
$287K Hold
2023
Q3
$281K Hold
2023
Q2
$264K Hold
2023
Q1
$251K Hold
2022
Q4
$249K Hold
2022
Q3
$217K Hold
2022
Q2
$228K Hold
2022
Q1
$240K Buy