Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
2025
Q1
$232K Sell
2024
Q4
$293K Sell
2024
Q3
$256K Buy
2024
Q2
$237K Buy
2024
Q1
$231K Sell
2023
Q4
$239K Buy
2023
Q1
Sell
2022
Q4
$468K Buy