Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$240K Buy
2024
Q2
Sell
2024
Q1
$112K Buy
2023
Q4
$119K Buy
2023
Q1
Sell
2022
Q4
$71.9K Buy