Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$65K Buy
2024
Q4
$76K Buy
2024
Q3
$62K Buy
2023
Q2
Sell
2023
Q1
$48K Buy
2017
Q4
Sell
2017
Q3
$149K Buy