Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
2025
Q1
$264K Buy
2024
Q4
$214K Sell
2024
Q3
$313K Buy
2024
Q2
$277K Sell
2024
Q1
$374K Buy
2023
Q4
$323K Sell
2023
Q3
$351K Buy
2023
Q2
Sell
2023
Q1
$378K Buy
2022
Q4
$355K Buy
2022
Q3
$306K Buy