Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
2024
Q4
Sell
2024
Q3
$255K Hold
2024
Q2
$252K Hold
2024
Q1
$288K Hold
2023
Q4
$256K Hold
2023
Q3
$227K Hold
2023
Q2
$207K Hold
2023
Q1
$219K Hold
2022
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$201K Hold
2021
Q4
$231K Hold
2021
Q3
$205K Buy