Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
2025
Q1
$223K Buy
2024
Q4
$201K Sell
2024
Q3
$204K Buy
2024
Q1
Sell
2023
Q4
$221K Buy
2022
Q2
Sell
2022
Q1
$250K Sell
2021
Q4
$342K Sell
2021
Q3
$282K Buy
2021
Q2
$225K Sell
2021
Q1
$252K Buy
2020
Q4
$221K Buy