Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$218K Hold
2024
Q4
$253K Buy
2024
Q3
Sell
2024
Q2
$234K Hold
2024
Q1
$267K Hold
2023
Q4
$320K Hold
2023
Q3
$282K Hold
2023
Q2
$264K Hold
2023
Q1
$208K Buy