Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
2025
Q1
$237K Hold
2024
Q4
$278K Hold
2024
Q3
$172K Hold
2024
Q2
$151K Hold
2024
Q1
$170K Buy
2023
Q4
$225K Hold
2023
Q3
$199K Hold
2023
Q2
$244K Buy
2022
Q2
Sell
2022
Q1
$175K Buy
2021
Q4
$90K Sell
2021
Q3
$363K Buy