Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$246K Buy
2024
Q4
$279K Buy
2024
Q3
$255K Buy
2024
Q2
$252K Buy
2022
Q2
Sell
2022
Q1
$259K Buy
2021
Q4
Sell
2021
Q3
$453K Buy
2021
Q2
$325K Buy
2021
Q1
$263K Buy