Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
2024
Q2
Sell
2024
Q1
$211K Sell
2023
Q4
$301K Hold
2023
Q3
$221K Hold
2023
Q2
$244K Sell
2023
Q1
$274K Sell
2022
Q4
$362K Sell
2022
Q3
$281K Sell
2022
Q2
$398K Sell
2022
Q1
$579K Buy
2021
Q4
$504K Buy