Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$29K Sell
2024
Q4
$138K Hold
2024
Q3
$216K Sell
2024
Q2
$175K Sell
2024
Q1
$1.47M Buy
2023
Q4
$129K Hold
2023
Q3
$173K Hold
2023
Q2
$207K Sell
2023
Q1
$442K Sell
2022
Q4
$430K Buy
2022
Q3
$197K Sell
2022
Q2
$3.9M Buy
2022
Q1
$573K Buy