Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
2025
Q1
$208K Sell
2024
Q4
$186K Buy
2023
Q1
Sell
2022
Q4
$218K Sell
2022
Q3
$218K Sell
2022
Q2
$251K Buy
2021
Q4
Sell
2021
Q3
$278K Sell
2021
Q2
$295K Buy