Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
2025
Q1
$396K Buy
2024
Q4
$250K Sell
2024
Q3
$294K Sell
2024
Q2
$401K Buy
2024
Q1
$533K Buy
2023
Q4
$578K Buy
2023
Q3
$407K Sell
2023
Q2
$383K Buy
2022
Q2
Sell
2022
Q1
$215K Buy
2021
Q4
$210K Buy