Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$110K Sell
2024
Q4
$287K Sell
2024
Q3
$457K Buy
2024
Q2
$313K Sell
2024
Q1
$344K Buy
2018
Q3
Sell
2018
Q2
$276K Buy