Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$96K Buy
2024
Q1
Sell
2023
Q4
$319K Sell
2023
Q3
$496K Buy
2023
Q2
$584K Buy
2023
Q1
$261K Buy