Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$443K Sell
2025
Q1
$303K Sell
2024
Q4
$264K Hold
2024
Q3
$399K Sell
2024
Q2
$1.27M Buy
2024
Q1
$474K Sell
2023
Q4
$1.88M Buy
2023
Q3
$1.26M Buy
2023
Q2
$1.21M Buy