Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
2025
Q1
$205K Buy
2024
Q4
$164K Sell
2024
Q3
$180K Sell
2024
Q2
$200K Buy
2024
Q1
$162K Buy
2023
Q4
$154K Buy
2023
Q3
$139K Buy
2023
Q2
$111K Sell
2023
Q1
$114K Sell
2022
Q4
$115K Sell
2022
Q3
$110K Buy
2022
Q2
$114K Sell
2022
Q1
$135K Buy