Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
2025
Q1
$602K Sell
2024
Q4
$851K Hold
2024
Q3
$657K Buy
2024
Q2
$719K Sell
2024
Q1
$2.1M Sell
2023
Q4
$2.58M Buy
2023
Q3
$445K Hold
2023
Q2
$417K Buy
2023
Q1
$256K Hold
2022
Q4
$202K Sell
2022
Q3
$285K Buy