Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
2025
Q1
$304K Buy
2024
Q4
$245K Buy
2023
Q2
Sell
2023
Q1
$166K Buy
2022
Q3
Sell
2022
Q2
$129K Buy
2021
Q3
Sell
2021
Q2
$402K Buy