Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$140K Sell
2024
Q4
$3.3M Buy
2023
Q3
Sell
2023
Q2
$141K Buy
2021
Q4
Sell
2021
Q3
$243K Hold
2021
Q2
$244K Buy