Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
2023
Q3
Sell
2023
Q2
$78K Buy
2023
Q1
Sell
2022
Q4
$99K Buy
2022
Q3
$51K Sell
2022
Q2
$70K Buy
2021
Q3
Sell
2021
Q2
$580K Buy