Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
2025
Q1
$301K Buy
2024
Q4
Sell
2024
Q3
$246K Buy
2022
Q2
Sell
2022
Q1
$224K Sell
2021
Q4
$242K Sell
2021
Q3
$238K Buy