Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$257K Sell
2024
Q4
$300K Buy
2024
Q3
$260K Sell
2024
Q2
$223K Sell
2024
Q1
$259K Buy
2023
Q4
$236K Buy
2021
Q4
Sell
2021
Q3
$206K Buy
2021
Q2
$209K Buy