Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
2025
Q1
$163K Sell
2024
Q4
$272K Buy
2024
Q3
$138K Sell
2024
Q2
$178K Sell
2024
Q1
$192K Sell
2023
Q4
$207K Buy