Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Buy
2023
Q4
Sell
2023
Q3
$366K Sell
2023
Q2
$444K Buy
2023
Q1
$341K Sell
2022
Q4
$1.02M Buy