Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$245K Hold
2024
Q3
$209K Buy
2024
Q2
Sell
2024
Q1
$291K Hold
2023
Q4
$320K Hold
2023
Q3
$311K Buy
2023
Q2
$275K Hold
2023
Q1
$299K Hold
2022
Q4
$274K Buy
2022
Q3
$291K Buy
2022
Q2
$243K Buy