Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
2025
Q1
$335K Buy
2024
Q4
$294K Buy
2024
Q3
$257K Buy
2024
Q2
Sell
2024
Q1
$235K Sell
2023
Q4
$267K Buy
2022
Q2
Sell
2022
Q1
$257K Buy
2021
Q4
$267K Buy