Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
2025
Q1
$173K Sell
2024
Q4
$252K Sell
2024
Q3
$337K Buy
2024
Q1
Sell
2023
Q4
$87.6K Buy
2022
Q4
Sell
2022
Q3
$73K Buy
2022
Q1
Sell
2021
Q4
$79K Buy