Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$262K Buy
2024
Q4
$312K Buy
2024
Q2
$264K Hold
2024
Q1
$235K Sell
2023
Q4
$205K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2019
Q3
$320K Buy