Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$268K Hold
2025
Q1
$278K Hold
2024
Q4
$238K Hold
2024
Q3
$251K Sell
2024
Q2
$350K Hold
2024
Q1
$325K Sell
2023
Q4
$579K Hold
2023
Q3
$566K Sell
2023
Q2
$561K Sell
2023
Q1
$572K Hold
2022
Q4
$567K Hold
2022
Q3
$495K Hold
2022
Q2
$520K Hold
2022
Q1
$546K Buy