Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
2025
Q1
$260K Sell
2024
Q4
$314K Buy
2024
Q3
$251K Sell
2024
Q2
$218K Sell
2024
Q1
$301K Buy
2023
Q4
$291K Buy
2021
Q2
Sell
2021
Q1
$372K Buy