Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
2025
Q1
$241K Buy
2023
Q4
Sell
2023
Q3
$207K Buy
2022
Q1
Sell
2021
Q4
$205K Buy
2021
Q3
$204K Buy
2021
Q2
$209K Buy