Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
2025
Q1
$280K Sell
2024
Q4
$256K Sell
2024
Q3
$239K Sell
2024
Q2
$241K Sell
2024
Q1
$272K Buy
2023
Q4
$246K Hold
2023
Q3
$218K Sell
2023
Q2
$236K Sell
2023
Q1
$233K Hold
2022
Q4
$215K Buy