Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
2025
Q1
$311K Buy
2024
Q4
$297K Buy
2024
Q3
$294K Buy
2024
Q2
$243K Buy
2024
Q1
$252K Buy
2023
Q4
$222K Buy
2023
Q1
Sell
2022
Q4
$239K Buy
2022
Q3
Sell
2022
Q2
$205K Buy
2022
Q1
$227K Buy