Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$207K Buy
2024
Q4
$223K Buy
2024
Q3
$202K Buy
2024
Q2
$206K Sell
2024
Q1
$466K Sell
2023
Q4
$442K Buy
2023
Q3
$345K Sell
2023
Q2
$289K Buy
2022
Q2
Sell
2022
Q1
$204K Buy