Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2025
Q1
$153K Sell
2024
Q4
$183K Buy
2024
Q3
$208K Buy
2024
Q2
Sell
2024
Q1
$225K Sell
2023
Q4
$261K Sell
2023
Q3
$230K Buy
2023
Q2
$257K Sell
2023
Q1
$287K Buy
2022
Q4
$270K Sell
2022
Q3
$212K Buy
2022
Q2
$238K Buy