Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$259K Buy
2024
Q4
$283K Buy
2024
Q3
$341K Hold
2024
Q2
$304K Hold
2024
Q1
$364K Buy
2023
Q2
Sell
2023
Q1
$295K Buy
2022
Q4
$302K Sell
2022
Q3
$270K Buy
2022
Q2
$321K Sell
2022
Q1
$343K Hold
2021
Q4
$418K Buy