Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
2025
Q1
Sell
2024
Q4
$203K Sell
2024
Q3
$214K Sell
2024
Q2
$248K Sell
2024
Q1
$279K Sell
2023
Q4
$262K Sell
2023
Q3
$228K Sell
2023
Q2
$230K Buy
2023
Q1
$202K Buy
2022
Q3
Sell
2022
Q2
$226K Sell
2022
Q1
$263K Sell
2021
Q4
$281K Sell
2021
Q3
$258K Buy