Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$353K Hold
2025
Q1
$370K Hold
2024
Q4
$326K Sell
2024
Q3
$380K Sell
2024
Q2
$356K Hold
2024
Q1
$362K Sell
2023
Q4
$334K Sell
2023
Q3
$326K Buy
2023
Q2
$337K Buy
2023
Q1
$318K Buy