Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$206K Buy
2023
Q2
Sell
2023
Q1
$482K Sell
2022
Q4
$496K Sell
2022
Q3
$450K Sell
2022
Q2
$565K Sell
2022
Q1
$684K Buy