Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
2025
Q1
$232K Sell
2024
Q4
$354K Buy
2023
Q3
Sell
2023
Q2
$102K Buy
2022
Q4
Sell
2022
Q3
$69K Buy