Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
2025
Q1
$236K Buy
2024
Q1
Sell
2023
Q4
$414K Buy
2023
Q3
$390K Buy
2023
Q2
$406K Buy
2023
Q1
$305K Buy
2022
Q4
$256K Sell
2022
Q3
$250K Buy
2022
Q2
$223K Buy
2022
Q1
$231K Buy