Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$235K Sell
2024
Q4
$242K Buy
2024
Q3
$218K Sell
2024
Q2
$229K Sell
2024
Q1
$255K Sell
2023
Q4
$274K Sell
2023
Q3
$266K Sell
2023
Q2
$358K Buy
2023
Q1
$289K Sell
2022
Q4
$242K Buy
2022
Q3
$211K Buy