Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$134K Sell
2024
Q4
$368K Buy
2024
Q3
$182K Sell
2024
Q2
$2.8M Buy
2024
Q1
$292K Buy
2023
Q4
$231K Buy
2023
Q3
$191K Hold
2023
Q2
$211K Sell
2023
Q1
$242K Buy