Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Hold
2025
Q1
$206K Sell
2024
Q4
$3.19M Buy
2024
Q3
$2.24M Sell
2024
Q2
$2.96M Buy
2024
Q1
$2.69M Buy
2023
Q3
Sell
2023
Q2
$2.89M Hold
2023
Q1
$2.22M Sell
2022
Q4
$2.59M Buy