Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
2025
Q1
$224K Buy
2024
Q4
Sell
2024
Q3
$210K Buy
2024
Q2
$226K Sell
2024
Q1
$288K Buy
2023
Q4
$270K Sell
2023
Q3
$284K Sell
2023
Q2
$274K Buy
2023
Q1
$211K Sell
2022
Q4
$242K Sell
2022
Q3
$223K Sell
2022
Q2
$252K Sell
2022
Q1
$292K Buy