Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2025
Q1
$168K Buy
2024
Q4
$236K Buy
2024
Q2
Sell
2024
Q1
$126K Buy
2023
Q1
Sell
2022
Q4
$80.8K Buy
2022
Q3
Sell
2022
Q2
$139K Buy