Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$249K Hold
2024
Q4
$224K Hold
2024
Q3
$216K Buy
2024
Q2
Sell
2024
Q1
$209K Sell
2023
Q4
$284K Hold
2023
Q3
$316K Hold
2023
Q2
$337K Hold
2023
Q1
$307K Hold
2022
Q4
$293K Hold
2022
Q3
$261K Hold
2022
Q2
$263K Hold
2022
Q1
$317K Buy