Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$89K Sell
2025
Q1
$227K Sell
2024
Q4
$365K Buy
2024
Q2
Sell
2024
Q1
$86.7K Buy
2021
Q4
Sell
2021
Q3
$7K Buy
2021
Q2
$6K Buy