Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
2025
Q1
$221K Buy
2024
Q2
Sell
2024
Q1
$211K Buy
2023
Q3
Sell
2023
Q2
$208K Sell
2023
Q1
$245K Buy
2022
Q4
$223K Buy
2022
Q3
Sell
2022
Q2
$232K Buy
2022
Q1
$209K Buy