Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2025
Q1
$319K Buy
2024
Q2
Sell
2024
Q1
$427K Buy
2023
Q4
$382K Buy
2022
Q3
$221K Sell
2022
Q2
$345K Buy
2022
Q1
$257K Sell
2021
Q4
$308K Buy