Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2025
Q1
$424K Sell
2024
Q4
$455K Buy
2024
Q3
Sell
2024
Q2
$255K Buy
2020
Q4
Sell
2020
Q3
$4.07K Buy