Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$480K Sell
2024
Q4
$633K Sell
2024
Q3
$1.25M Buy
2022
Q3
Sell
2022
Q2
$33K Sell
2022
Q1
$88K Buy