Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$28K Sell
2024
Q4
$90K Buy
2022
Q4
Sell
2022
Q3
$382K Buy
2019
Q2
Sell
2019
Q1
$201K Buy