Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
2025
Q1
$196K Buy
2023
Q4
Sell
2023
Q3
$709K Buy
2023
Q2
$480K Buy
2023
Q1
$362K Buy
2022
Q4
Sell
2022
Q3
$270K Sell
2022
Q2
$215K Buy
2022
Q1
$406K Buy
2021
Q4
$495K Buy