Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$277K Sell
2024
Q4
$341K Sell
2024
Q3
$383K Sell
2024
Q2
$377K Buy
2024
Q1
$302K Buy
2023
Q4
$299K Buy
2023
Q3
$251K Buy
2022
Q3
Sell
2022
Q2
$231K Sell
2022
Q1
$318K Buy
2021
Q4
$291K Buy