Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
2025
Q1
$76.6K Sell
2024
Q4
$93.2K Sell
2024
Q3
$88K Buy
2024
Q2
$32K Sell
2024
Q1
$60.7K Buy
2023
Q4
$58.4K Sell
2023
Q3
$158K Sell
2023
Q2
$201K Buy