Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
2025
Q1
$233K Buy
2024
Q4
$258K Buy
2024
Q3
$208K Sell
2024
Q2
$230K Buy
2024
Q1
$265K Buy
2023
Q4
$220K Buy
2023
Q3
$204K Sell
2023
Q2
$204K Buy