Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$70K Hold
2024
Q4
$129K Buy
2024
Q3
$98K Buy
2024
Q2
Sell
2024
Q1
$57K Sell
2023
Q4
$697K Buy
2023
Q3
$618K Buy
2023
Q2
$808K Buy
2023
Q1
$226K Buy