Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
2025
Q1
$187K Buy
2024
Q4
$157K Sell
2024
Q3
$168K Buy
2024
Q2
$198K Sell
2024
Q1
$212K Buy
2023
Q4
$194K Buy
2023
Q3
$195K Sell
2023
Q2
$286K Sell
2023
Q1
$330K Buy
2022
Q4
$303K Buy
2022
Q3
$289K Buy