Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
2025
Q1
$246K Buy
2024
Q4
$242K Buy
2024
Q3
$230K Hold
2024
Q2
$244K Buy
2022
Q1
Sell
2021
Q4
$302K Buy
2021
Q3
$224K Buy
2021
Q2
$201K Buy