Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
2025
Q1
$159K Buy
2024
Q4
$155K Buy
2024
Q3
$157K Sell
2024
Q2
$191K Buy
2024
Q1
$200K Buy
2023
Q4
$182K Buy
2023
Q3
$183K Buy
2023
Q2
$211K Buy
2023
Q1
$173K Buy
2022
Q4
$158K Buy
2022
Q3
$151K Buy
2022
Q2
Sell
2022
Q1
$224K Buy
2021
Q4
$273K Buy