Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25K Buy
2024
Q2
Sell
2024
Q1
$191K Buy
2023
Q3
Sell
2023
Q2
$46K Sell
2023
Q1
$155K Sell
2022
Q4
$509K Buy
2022
Q3
Sell
2022
Q2
$126K Buy