Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$57K Sell
2024
Q4
$304K Buy
2024
Q3
$129K Buy
2022
Q4
Sell
2022
Q3
$151K Buy
2022
Q2
$154K Buy
2022
Q1
$70K Sell
2021
Q4
$145K Buy