Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Hold
2025
Q1
$271K Sell
2024
Q4
$228K Hold
2024
Q3
$286K Hold
2024
Q2
$273K Hold
2024
Q1
$299K Hold
2023
Q4
$247K Hold
2023
Q3
$236K Hold
2023
Q2
$231K Buy
2023
Q1
$210K Hold
2022
Q4
$273K Hold
2022
Q3
$228K Hold
2022
Q2
$217K Buy