Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$111K Sell
2024
Q4
$153K Sell
2024
Q3
$279K Sell
2024
Q2
$377K Hold
2024
Q1
$538K Sell
2023
Q4
$665K Sell
2023
Q3
$534K Buy