Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
2025
Q1
$302K Buy
2024
Q4
$263K Buy
2024
Q3
$279K Buy
2024
Q2
$320K Sell
2024
Q1
$341K Sell
2023
Q4
$327K Sell
2023
Q3
$382K Buy
2023
Q2
$345K Buy
2023
Q1
$239K Hold
2022
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$212K Buy