Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2025
Q1
$275K Hold
2024
Q4
$242K Hold
2024
Q3
$256K Sell
2024
Q2
$278K Sell
2024
Q1
$289K Hold
2023
Q4
$298K Hold
2023
Q3
$255K Sell
2023
Q2
$432K Sell
2023
Q1
$4M Sell
2022
Q4
$4.67M Sell
2022
Q3
$4.86M Sell
2022
Q2
$6.17M Buy