Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$227K Buy
2024
Q4
Sell
2024
Q3
$239K Hold
2024
Q2
$228K Hold
2024
Q1
$250K Sell
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2023
Q1
Sell
2022
Q4
$238K Sell
2022
Q3
$238K Hold
2022
Q2
$226K Hold
2022
Q1
$205K Buy