Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
2025
Q1
$440K Sell
2024
Q4
$653K Buy
2024
Q3
$335K Buy
2024
Q2
Sell
2024
Q1
$373K Buy
2022
Q2
Sell
2022
Q1
$257K Sell
2021
Q4
$235K Sell
2021
Q3
$218K Sell
2021
Q2
$268K Buy
2021
Q1
$249K Buy