Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2025
Q1
$208K Sell
2024
Q4
$303K Buy
2024
Q3
$258K Buy
2024
Q2
$81.2K Sell
2024
Q1
$199K Sell
2023
Q4
$232K Hold
2023
Q3
$205K Sell
2023
Q2
$421K Buy
2023
Q1
$179K Buy