Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
2023
Q4
Sell
2023
Q3
$123K Sell
2023
Q2
$187K Buy
2022
Q4
Sell
2022
Q3
$267K Sell
2022
Q2
$1.67M Buy