Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$226K Buy
2024
Q4
$223K Buy
2022
Q3
Sell
2022
Q2
$231K Sell
2022
Q1
$310K Buy
2021
Q4
$236K Buy