Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$359K Buy
2024
Q4
$261K Buy
2024
Q3
$317K Buy
2024
Q2
$309K Hold
2024
Q1
$262K Buy
2023
Q1
Sell
2022
Q4
$6K Hold
2022
Q3
$5K Hold
2022
Q2
$5K Hold
2022
Q1
$5K Hold
2021
Q4
$6K Buy