Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2025
Q1
$369K Buy
2024
Q4
$344K Sell
2024
Q3
$686K Buy
2024
Q2
$526K Buy
2023
Q3
Sell
2023
Q2
$799K Buy
2022
Q1
Sell
2021
Q4
$395K Buy