Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
2025
Q1
$222K Sell
2024
Q4
$227K Sell
2024
Q3
$240K Sell
2024
Q2
$268K Buy
2024
Q1
$249K Buy
2023
Q4
$238K Buy
2023
Q3
$227K Buy
2023
Q2
$208K Buy
2023
Q1
$192K Buy
2022
Q4
$186K Sell
2022
Q3
$165K Buy
2022
Q2
$146K Buy
2022
Q1
$144K Buy