Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$144K Sell
2024
Q4
$155K Sell
2024
Q3
$177K Sell
2024
Q2
$172K Sell
2024
Q1
$203K Sell
2023
Q4
$312K Buy
2023
Q3
$266K Sell
2023
Q2
$285K Buy
2023
Q1
$246K Buy