Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$12K Buy
2024
Q4
Sell
2024
Q3
$2.25M Buy
2024
Q2
Sell
2024
Q1
$321K Sell
2023
Q4
$346K Buy
2023
Q3
$335K Sell
2023
Q2
$577K Buy