Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$232K Sell
2024
Q4
$291K Buy
2024
Q3
$305K Sell
2024
Q2
$393K Buy
2024
Q1
$251K Sell
2023
Q4
$405K Buy
2023
Q3
$334K Sell
2023
Q2
$476K Buy