Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$151K Sell
2024
Q4
$259K Sell
2024
Q3
$591K Buy
2024
Q2
Sell
2024
Q1
$366K Buy
2023
Q4
$232K Buy
2023
Q3
$190K Buy
2021
Q4
Sell
2021
Q3
$902K Buy