Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$450K Buy
2024
Q4
$396K Sell
2024
Q3
$294K Sell
2024
Q2
$1.85M Buy
2023
Q3
Sell
2023
Q2
$512K Buy