Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
2025
Q1
$352K Buy
2024
Q4
$181K Buy
2023
Q1
Sell
2022
Q4
$162K Sell
2022
Q3
$151K Sell
2022
Q2
$216K Buy
2021
Q4
Sell
2021
Q3
$271K Buy
2021
Q2
$276K Buy