Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
2025
Q1
$403K Buy
2024
Q4
$293K Sell
2024
Q3
$388K Sell
2024
Q2
$1.01M Sell
2024
Q1
$2.11M Buy
2023
Q4
$1.9M Buy
2023
Q3
$1.96M Buy
2023
Q2
Sell
2023
Q1
$225K Buy
2022
Q4
Sell
2022
Q3
$317K Buy
2022
Q2
Sell
2022
Q1
$789K Buy