Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$270K Hold
2024
Q2
$331K Buy
2024
Q1
$313K Sell
2023
Q4
$247K Sell
2023
Q3
$201K Hold
2023
Q2
$248K Buy
2022
Q1
Sell
2021
Q4
$317K Sell
2021
Q3
$298K Buy