Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
2025
Q1
Sell
2024
Q4
$371K Hold
2024
Q3
$379K Sell
2024
Q2
$323K Sell
2024
Q1
$289K Sell
2023
Q4
$264K Buy
2023
Q3
$259K Sell
2023
Q2
$291K Sell
2023
Q1
$228K Sell
2022
Q4
$200K Buy