Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
2025
Q1
$247K Buy
2024
Q4
$229K Sell
2024
Q3
$217K Buy
2024
Q2
Sell
2024
Q1
$203K Buy
2023
Q4
$206K Buy
2023
Q3
$219K Sell
2023
Q2
$221K Buy
2023
Q1
$223K Buy
2022
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$236K Sell
2021
Q4
$274K Buy
2021
Q1
$236K Buy