Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
2025
Q1
$239K Buy
2024
Q4
Sell
2024
Q3
$402K Buy
2022
Q2
Sell
2022
Q1
$264K Hold
2021
Q4
$310K Sell
2021
Q3
$261K Buy