Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$284K Buy
2024
Q3
Sell
2024
Q2
$434K Buy
2024
Q1
$263K Buy
2023
Q2
Sell
2023
Q1
$254K Buy
2021
Q2
Sell
2021
Q1
$294K Buy
2020
Q4
Sell
2020
Q3
$518K Buy