Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
2025
Q1
$192K Buy
2024
Q4
Sell
2024
Q3
$229K Buy
2024
Q2
$243K Hold
2024
Q1
$206K Sell
2023
Q4
$173K Buy