Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$121K Sell
2024
Q4
$250K Buy
2024
Q3
$91K Buy
2024
Q2
Sell
2024
Q1
$225K Buy
2023
Q4
Sell
2023
Q3
$93.7K Buy
2023
Q1
Sell
2022
Q4
$113K Buy
2022
Q3
Sell
2022
Q2
$11K Sell
2022
Q1
$21K Buy