Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
2025
Q1
$389K Hold
2024
Q4
$326K Hold
2024
Q3
$403K Hold
2024
Q2
$391K Sell
2024
Q1
$422K Hold
2023
Q4
$428K Sell
2023
Q3
$423K Hold
2023
Q2
$350K Buy
2023
Q1
$205K Sell
2022
Q4
$231K Sell
2022
Q3
$210K Sell
2022
Q2
$232K Buy
2022
Q1
$218K Hold
2021
Q4
$202K Buy