Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
2025
Q1
$409K Sell
2024
Q4
$420K Buy
2024
Q3
$405K Buy
2024
Q2
$394K Sell
2024
Q1
$395K Hold
2023
Q4
$388K Sell
2023
Q3
$419K Sell
2023
Q2
$406K Buy
2023
Q1
$384K Hold
2022
Q4
$380K Hold
2022
Q3
$332K Sell
2022
Q2
$376K Sell
2022
Q1
$405K Buy