Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Hold
2025
Q1
$315K Hold
2024
Q4
$346K Hold
2024
Q3
$269K Hold
2024
Q2
$245K Hold
2024
Q1
$237K Sell
2023
Q4
$263K Hold
2023
Q3
$270K Sell
2023
Q2
$328K Hold
2023
Q1
$258K Hold
2022
Q4
$262K Buy