Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Hold
2025
Q1
$128K Buy
2024
Q4
$110K Sell
2024
Q3
$131K Buy
2024
Q2
$97K Buy
2024
Q1
Sell
2023
Q4
$263K Sell
2023
Q3
$961K Buy
2023
Q2
$1.28M Sell
2023
Q1
$1.98M Buy
2022
Q4
$550K Sell
2022
Q3
$950K Buy
2022
Q2
$1.38M Buy
2022
Q1
$1.4M Buy
2021
Q4
$350K Buy