Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Hold
2025
Q1
$309K Hold
2024
Q4
$271K Hold
2024
Q3
$287K Hold
2024
Q2
$215K Sell
2024
Q1
$223K Hold
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$210K Hold
2023
Q1
$221K Hold
2022
Q4
$252K Hold
2022
Q3
$232K Sell
2022
Q2
$274K Hold
2022
Q1
$315K Buy