Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$177K Sell
2025
Q1
$161K Sell
2024
Q4
$172K Hold
2024
Q3
$145K Buy
2024
Q2
$174K Hold
2024
Q1
$142K Sell
2023
Q4
$307K Sell
2023
Q3
$321K Sell
2023
Q2
$271K Buy
2023
Q1
$117K Hold
2022
Q4
$139K Buy
2022
Q3
$242K Buy
2022
Q2
$107K Buy
2022
Q1
$142K Buy
2021
Q4
$221K Buy