Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
2025
Q1
$257K Hold
2024
Q4
$215K Sell
2024
Q3
$272K Sell
2024
Q2
$282K Hold
2024
Q1
$256K Hold
2023
Q4
$260K Sell
2023
Q3
$289K Buy
2023
Q2
Sell
2023
Q1
$208K Buy
2022
Q4
$207K Buy