Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
2025
Q1
Sell
2024
Q4
$89K Sell
2024
Q3
$226K Buy
2024
Q2
$135K Sell
2024
Q1
$154K Sell
2023
Q4
$318K Buy
2023
Q3
$118K Buy
2022
Q3
Sell
2022
Q2
$18K Sell
2022
Q1
$30K Buy