Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
2025
Q1
$123K Buy
2024
Q4
Sell
2024
Q3
$110K Buy
2024
Q2
$96K Sell
2024
Q1
$118K Sell
2023
Q4
$103K Buy
2023
Q3
$78K Buy