Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
2025
Q1
Sell
2024
Q4
$255K Hold
2024
Q3
$233K Buy
2023
Q4
Sell
2023
Q3
$222K Hold
2023
Q2
$253K Hold
2023
Q1
$288K Sell
2022
Q4
$280K Sell
2022
Q3
$340K Hold
2022
Q2
$275K Hold
2022
Q1
$455K Hold
2021
Q4
$743K Buy