Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$121K Sell
2024
Q4
$201K Buy
2024
Q3
$45.3K Buy
2023
Q4
Sell
2023
Q3
$103K Sell
2023
Q2
$1.24M Buy
2023
Q1
$87.7K Hold
2022
Q4
$98.3K Hold
2022
Q3
$131K Buy