Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
2025
Q1
$247K Sell
2024
Q4
$276K Buy
2024
Q3
$255K Buy
2024
Q2
$235K Buy
2024
Q1
$229K Buy
2023
Q4
Sell
2023
Q3
$214K Buy
2023
Q2
$220K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2022
Q1
$207K Buy
2021
Q4
$206K Buy