Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
2025
Q1
$219K Hold
2024
Q4
$411K Sell
2024
Q3
$456K Hold
2024
Q2
$445K Sell
2024
Q1
$4.91M Buy
2023
Q4
$411K Sell
2023
Q3
$367K Sell
2023
Q2
$572K Buy
2023
Q1
$294K Buy
2022
Q4
Sell
2022
Q3
$665K Buy
2022
Q2
$299K Sell
2022
Q1
$1.23M Buy
2021
Q4
$1.3M Buy