Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
2025
Q1
$1.25M Sell
2024
Q4
$778K Buy
2024
Q3
$447K Buy
2024
Q2
$447K Buy
2024
Q1
$339K Buy
2023
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$877K Hold
2023
Q1
$877K Hold
2022
Q4
$887K Sell
2022
Q3
$504K Buy
2022
Q2
$1.26M Sell
2022
Q1
$1.49M Buy