Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$219K Sell
2024
Q4
$237K Sell
2024
Q3
$276K Buy
2024
Q2
$217K Sell
2024
Q1
$366K Buy
2023
Q4
$275K Buy
2023
Q3
$239K Buy