Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
2025
Q1
$235K Sell
2024
Q4
$337K Buy
2024
Q3
$347K Buy
2024
Q2
$355K Sell
2024
Q1
$333K Hold
2023
Q4
$280K Buy
2023
Q3
$240K Hold
2023
Q2
$242K Sell
2023
Q1
$347K Sell
2022
Q4
$351K Buy