Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$149K Sell
2024
Q4
$125K Sell
2024
Q3
$204K Buy
2024
Q2
$205K Buy
2024
Q1
$193K Sell
2023
Q4
$1.25M Sell
2023
Q3
$1.57M Buy