Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$83K Buy
2024
Q4
$86K Sell
2024
Q3
$209K Sell
2024
Q2
$211K Buy
2024
Q1
Sell
2023
Q4
$128K Buy
2023
Q2
Sell
2023
Q1
$735K Buy