Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Hold
2025
Q1
$310K Hold
2024
Q4
$386K Sell
2024
Q3
$405K Buy
2024
Q2
$364K Hold
2024
Q1
$363K Hold
2023
Q4
$280K Hold
2023
Q3
$248K Hold
2023
Q2
$234K Buy
2022
Q1
Sell
2021
Q4
$201K Buy