Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$217K Sell
2024
Q4
$301K Sell
2024
Q3
$307K Sell
2024
Q2
$244K Buy
2024
Q1
$231K Buy
2023
Q1
Sell
2022
Q4
$203K Buy
2021
Q4
Sell
2021
Q3
$208K Buy