Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
2025
Q1
$407K Buy
2024
Q4
$361K Buy
2024
Q3
$330K Buy
2024
Q2
$200K Sell
2024
Q1
$281K Sell
2023
Q4
$278K Buy
2023
Q3
$246K Buy
2022
Q2
Sell
2022
Q1
$210K Sell
2021
Q4
$218K Buy