Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2025
Q1
$367K Buy
2024
Q4
$358K Sell
2024
Q3
$456K Buy
2024
Q2
$313K Buy
2024
Q1
$216K Sell
2023
Q4
$260K Sell
2023
Q3
$245K Sell
2023
Q2
$239K Buy
2022
Q1
Sell
2021
Q4
$204K Buy