Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
2025
Q1
$258K Hold
2024
Q4
$304K Hold
2024
Q3
$334K Sell
2024
Q2
$350K Hold
2024
Q1
$302K Hold
2023
Q4
$301K Hold
2023
Q3
$257K Hold
2023
Q2
$315K Hold
2023
Q1
$294K Hold
2022
Q4
$286K Hold
2022
Q3
$268K Buy
2022
Q2
Sell
2022
Q1
$365K Hold
2021
Q4
$379K Buy