Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
2025
Q1
$347K Buy
2024
Q4
$363K Buy
2023
Q2
Sell
2023
Q1
$207K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2021
Q3
$211K Buy
2021
Q2
$229K Buy