Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$244K Sell
2025
Q1
$608K Buy
2024
Q3
Sell
2024
Q2
$296K Buy
2023
Q2
Sell
2023
Q1
$279K Buy
2022
Q2
Sell
2022
Q1
$210K Buy