Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$136K Hold
2024
Q4
$194K Hold
2024
Q3
$181K Sell
2024
Q2
$282K Buy
2024
Q1
$113K Hold
2023
Q4
$118K Sell
2023
Q3
$699K Sell
2023
Q2
$837K Buy
2023
Q1
$583K Buy