Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
2025
Q1
$367K Hold
2024
Q4
$295K Buy
2024
Q3
$276K Buy
2022
Q3
Sell
2022
Q2
$202K Sell
2022
Q1
$259K Buy
2021
Q4
$220K Buy