Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
2025
Q1
$401K Buy
2024
Q4
$351K Buy
2024
Q3
$282K Buy
2024
Q2
$224K Buy
2024
Q1
$225K Sell
2023
Q4
$257K Sell
2023
Q3
$294K Buy
2023
Q2
$254K Buy
2023
Q1
$275K Buy