Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
2025
Q1
$255K Buy
2024
Q4
$222K Buy
2024
Q3
$227K Buy
2024
Q2
$212K Buy
2023
Q3
Sell
2023
Q2
$281K Buy
2023
Q1
$73K Buy
2022
Q4
$14.5K Buy