Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
2024
Q2
Sell
2024
Q1
$641K Sell
2023
Q4
$833K Hold
2023
Q3
$1.08M Hold
2023
Q2
$1.72M Buy
2023
Q1
$1.88M Sell
2022
Q4
$5.49M Buy
2022
Q3
$3.64M Hold
2022
Q2
$5.66M Buy