Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
2025
Q1
$367K Hold
2024
Q4
$356K Sell
2024
Q3
$346K Hold
2024
Q2
$331K Hold
2024
Q1
$286K Hold
2023
Q4
$257K Hold
2023
Q3
$220K Hold
2023
Q2
$210K Buy
2022
Q4
Sell
2022
Q3
$423K Buy
2022
Q2
$260K Sell
2022
Q1
$398K Hold
2021
Q4
$395K Buy