Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
2023
Q4
Sell
2023
Q3
$119K Sell
2023
Q2
$213K Sell
2023
Q1
$1.14M Buy
2022
Q4
$603K Hold
2022
Q3
$617K Buy
2022
Q2
$240K Buy
2022
Q1
Hold
2021
Q4
Hold