Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$226K Buy
2024
Q4
$223K Hold
2024
Q3
$268K Buy
2024
Q2
$238K Hold
2024
Q1
$232K Buy
2023
Q2
Sell
2023
Q1
$306K Sell
2022
Q4
$270K Buy
2022
Q3
$266K Buy
2022
Q2
$295K Sell
2022
Q1
$325K Sell
2021
Q4
$469K Buy