Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Buy
2024
Q4
$215K Buy
2024
Q2
Sell
2024
Q1
$207K Sell
2023
Q4
$228K Sell
2023
Q3
$361K Buy