Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$238K Hold
2024
Q4
$214K Buy
2022
Q4
Sell
2022
Q3
$214K Hold
2022
Q2
$216K Sell
2022
Q1
$326K Sell
2021
Q4
$361K Buy