Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
2025
Q1
$268K Buy
2024
Q4
$226K Buy
2024
Q3
$231K Sell
2024
Q2
$201K Buy
2024
Q1
Sell
2023
Q4
$230K Sell
2023
Q3
$325K Buy
2023
Q2
$284K Sell
2023
Q1
$364K Buy
2022
Q4
$345K Buy
2022
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$225K Sell
2021
Q4
$218K Buy