Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
2025
Q1
$401K Buy
2024
Q4
$449K Hold
2024
Q3
$411K Sell
2024
Q2
$398K Buy
2024
Q1
$350K Sell
2023
Q4
$1.21M Buy
2023
Q3
$848K Buy
2023
Q2
$542K Buy