Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
2025
Q1
$296K Buy
2024
Q4
$247K Buy
2024
Q3
$258K Buy
2022
Q2
Sell
2022
Q1
$361K Buy
2021
Q4
$353K Sell
2021
Q3
$615K Buy
2021
Q2
$514K Buy
2021
Q1
$236K Buy