Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$184K Sell
2024
Q4
$255K Buy
2024
Q3
$381K Sell
2024
Q2
$341K Buy
2024
Q1
$463K Buy
2023
Q4
$482K Buy