Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$154K Buy
2023
Q3
$83.1K Sell
2023
Q2
$191K Sell
2023
Q1
$371K Hold
2022
Q4
$174K Buy
2022
Q3
$71.8K Buy
2021
Q2
Sell
2021
Q1
$659K Buy