Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
2025
Q1
$292K Hold
2024
Q4
$267K Hold
2024
Q3
$279K Hold
2024
Q2
$247K Hold
2024
Q1
$251K Hold
2023
Q4
$219K Hold
2023
Q3
$202K Buy
2023
Q1
Sell
2022
Q4
$214K Buy