Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
2025
Q1
$96K Buy
2023
Q4
Sell
2023
Q3
$243K Sell
2023
Q2
$307K Buy
2022
Q3
Sell
2022
Q2
$116K Sell
2022
Q1
$160K Buy
2021
Q4
Sell
2021
Q3
$100K Buy
2019
Q2
Sell
2019
Q1
$316K Buy