Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$126K Sell
2024
Q4
$203K Buy
2024
Q3
$100K Sell
2024
Q2
$122K Sell
2024
Q1
$167K Buy
2023
Q4
$214K Buy
2023
Q3
$171K Buy
2023
Q2
$151K Sell
2023
Q1
$162K Sell
2022
Q4
$134K Buy