Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13K Sell
2025
Q1
$61K Sell
2024
Q4
$174K Sell
2024
Q3
$233K Buy
2024
Q2
$181K Buy
2023
Q3
Sell
2023
Q2
$96K Buy
2023
Q1
$57K Buy