Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$265K Buy
2024
Q4
Sell
2024
Q3
$295K Buy
2024
Q2
Sell
2024
Q1
$239K Sell
2023
Q4
$257K Buy
2023
Q1
Sell
2022
Q4
$298K Sell
2022
Q3
$607K Buy
2022
Q2
$458K Buy
2022
Q1
$494K Buy
2021
Q4
$309K Buy