Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$160K Buy
2024
Q4
$153K Buy
2024
Q3
$137K Sell
2024
Q2
$132K Sell
2024
Q1
$145K Sell
2023
Q4
$264K Buy