Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2025
Q1
$277K Sell
2024
Q4
$416K Buy
2024
Q3
$249K Sell
2024
Q2
$219K Buy
2024
Q1
$226K Hold
2023
Q4
$221K Buy
2023
Q3
$206K Hold
2023
Q2
$225K Buy
2023
Q1
$236K Sell
2022
Q4
$258K Hold
2022
Q3
$234K Sell
2022
Q2
$273K Hold
2022
Q1
$282K Buy