Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$277K Buy
2024
Q2
Sell
2024
Q1
$353K Buy
2023
Q4
Sell
2023
Q3
$311K Buy
2023
Q1
Sell
2022
Q4
$509K Buy