Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
2025
Q1
$354K Sell
2024
Q4
$367K Hold
2024
Q3
$321K Buy
2023
Q3
Sell
2023
Q2
$724K Buy
2023
Q1
$672K Buy
2022
Q4
$516K Sell
2022
Q3
$731K Sell
2022
Q2
$1.37M Buy