Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$252K Sell
2024
Q4
$349K Buy
2024
Q3
$81K Buy
2024
Q2
$53K Buy
2024
Q1
$56K Buy
2023
Q4
$52K Buy
2022
Q2
Sell
2022
Q1
$74K Buy
2020
Q2
Sell
2020
Q1
$598K Buy