Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
2025
Q1
$254K Buy
2024
Q4
$299K Buy
2024
Q3
$258K Hold
2024
Q2
$259K Sell
2024
Q1
$224K Buy
2022
Q2
Sell
2022
Q1
$242K Sell
2021
Q4
$349K Buy
2021
Q3
$250K Sell
2021
Q2
$294K Buy
2021
Q1
$225K Buy