Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
2025
Q1
$282K Sell
2024
Q4
$330K Sell
2024
Q3
$519K Hold
2024
Q2
$519K Buy
2024
Q1
$412K Hold
2023
Q4
$250K Hold
2023
Q3
$250K Hold
2023
Q2
$308K Hold
2023
Q1
$289K Hold
2022
Q4
$232K Buy