Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Hold
2025
Q1
$178K Sell
2024
Q4
$1.3M Sell
2024
Q3
$2.29M Sell
2024
Q2
$3.4M Buy
2024
Q1
$1.15M Sell
2023
Q4
$1.82M Sell
2023
Q3
$1.64M Buy
2023
Q2
$1.04M Sell
2023
Q1
$1.27M Buy
2022
Q4
$424K Buy
2022
Q3
$447K Sell
2022
Q2
$561K Buy
2022
Q1
$218K Buy
2021
Q4
$238K Buy