Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$178K Sell
2024
Q4
$225K Sell
2024
Q3
$516K Buy
2024
Q2
$260K Sell
2024
Q1
$280K Buy
2023
Q4
$84.2K Sell
2023
Q3
$91.2K Buy