Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Hold
2025
Q1
$209K Sell
2024
Q4
$238K Sell
2024
Q3
$315K Buy
2024
Q2
$270K Hold
2024
Q1
$284K Sell
2023
Q4
$347K Sell
2023
Q3
$371K Buy
2023
Q2
$318K Buy
2023
Q1
$303K Sell
2022
Q4
$299K Buy