Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$108K Buy
2024
Q4
Sell
2024
Q3
$231K Sell
2024
Q2
$230K Sell
2024
Q1
$282K Buy
2023
Q4
Sell
2023
Q3
$539K Buy
2023
Q2
$180K Buy