Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
2024
Q3
$168K Hold
2024
Q2
$134K Buy
2023
Q3
$115K Hold
2023
Q2
$105K Buy
2023
Q1
Sell
2022
Q4
$151K Buy
2022
Q3
Sell
2022
Q2
$88K Buy
2022
Q1
Sell
2021
Q4
$180K Buy
2021
Q3
$131K Buy