Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
2025
Q1
$258K Buy
2024
Q4
$236K Buy
2024
Q3
$247K Buy
2024
Q2
$202K Buy
2020
Q4
Sell
2020
Q3
$205K Sell
2020
Q2
$208K Buy