Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$125K Sell
2024
Q4
$171K Buy
2024
Q3
$152K Buy
2024
Q2
$206K Sell
2024
Q1
$152K Buy
2023
Q2
Sell
2023
Q1
$114K Buy
2022
Q4
Sell
2022
Q3
$124K Sell
2022
Q2
$181K Buy
2022
Q1
$331K Buy
2021
Q4
$381K Buy
2021
Q3
$561K Buy
2021
Q2
$216K Buy