Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
2025
Q1
$154K Sell
2024
Q4
$183K Buy
2024
Q3
$144K Sell
2024
Q2
$157K Buy
2024
Q1
$144K Buy
2023
Q4
$114K Buy
2023
Q3
$82K Buy