Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$147K Buy
2024
Q2
Sell
2024
Q1
$376K Buy
2023
Q4
$367K Buy
2023
Q3
Sell
2023
Q2
$297K Buy
2023
Q1
Sell
2022
Q4
$303K Buy
2021
Q2
Sell
2021
Q1
$92K Buy