Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
2025
Q1
Sell
2024
Q4
$327K Buy
2024
Q3
$312K Buy
2024
Q2
$342K Sell
2024
Q1
$540K Buy
2023
Q4
$382K Sell
2023
Q3
$421K Sell
2023
Q2
$409K Buy
2023
Q1
$378K Buy
2022
Q4
$243K Hold
2022
Q3
$212K Sell
2022
Q2
$450K Sell
2022
Q1
$1.86M Buy