Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
2025
Q1
$267K Sell
2024
Q4
$257K Buy
2024
Q3
$224K Sell
2024
Q2
$205K Buy
2024
Q1
$216K Buy
2023
Q4
$218K Sell
2023
Q3
$246K Buy
2023
Q2
$231K Hold
2023
Q1
$233K Hold
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$201K Buy
2022
Q1
$237K Sell
2021
Q4
$274K Buy