Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
2025
Q1
$493K Buy
2024
Q4
$300K Buy
2024
Q3
$270K Sell
2024
Q2
$1.42M Buy
2024
Q1
$1.17M Hold
2023
Q4
$1.21M Buy
2023
Q3
$512K Buy
2023
Q2
$566K Buy
2023
Q1
$624K Sell
2022
Q4
$814K Hold
2022
Q3
$696K Buy