Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$403K Hold
2024
Q4
$467K Sell
2024
Q3
$552K Buy
2024
Q2
$439K Buy
2024
Q1
$321K Buy
2023
Q4
$202K Buy