Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
2025
Q1
$452K Buy
2024
Q4
$425K Sell
2024
Q3
$453K Buy
2024
Q2
$391K Sell
2024
Q1
$341K Hold
2023
Q4
$341K Buy
2020
Q2
Sell
2020
Q1
$12K Buy