Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Hold
2025
Q1
$221K Hold
2024
Q4
$273K Sell
2024
Q3
$357K Hold
2024
Q2
$376K Hold
2024
Q1
$357K Sell
2023
Q4
$320K Hold
2023
Q3
$266K Hold
2023
Q2
$305K Hold
2023
Q1
$328K Sell
2022
Q4
$331K Buy