Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$199K Sell
2025
Q1
$232K Sell
2024
Q4
$446K Buy
2024
Q3
Sell
2024
Q2
$43.5K Buy
2024
Q1
$23.1K Sell
2023
Q4
$20.3K Buy