Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
2025
Q1
$173K Hold
2024
Q4
$220K Hold
2024
Q3
$142K Hold
2024
Q2
$127K Sell
2024
Q1
$159K Sell
2023
Q4
$344K Buy
2023
Q3
$174K Sell
2023
Q2
$409K Hold
2023
Q1
$467K Hold
2022
Q4
$178K Sell
2022
Q3
$452K Hold
2022
Q2
$565K Buy