Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
2025
Q1
$224K Buy
2023
Q4
Sell
2023
Q3
$236K Sell
2023
Q2
$226K Sell
2023
Q1
$274K Sell
2022
Q4
$421K Sell
2022
Q3
$377K Buy