Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2025
Q1
$366K Sell
2024
Q4
$385K Buy
2024
Q3
$422K Buy
2024
Q2
$393K Buy
2024
Q1
$372K Buy
2023
Q4
Sell
2023
Q3
$325K Buy
2023
Q2
$239K Buy
2023
Q1
$204K Sell
2022
Q4
$200K Buy