Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
2025
Q1
Sell
2024
Q4
$286K Buy
2023
Q3
Sell
2023
Q2
$275K Hold
2023
Q1
$218K Buy
2022
Q4
Sell
2022
Q3
$279K Sell
2022
Q2
$242K Hold
2022
Q1
$388K Hold
2021
Q4
$380K Buy