Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2025
Q1
$314K Buy
2023
Q2
Sell
2023
Q1
$530K Buy
2022
Q1
Sell
2021
Q4
$244K Buy
2021
Q3
Sell
2021
Q2
$494K Buy