Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$229K Sell
2024
Q4
$404K Buy
2024
Q3
$243K Buy
2024
Q2
$214K Sell
2024
Q1
$253K Buy
2023
Q4
$182K Buy
2023
Q3
$149K Sell
2023
Q2
$144K Sell
2023
Q1
$133K Buy
2022
Q4
$26.1K Sell
2022
Q3
$41K Buy