Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$206K Sell
2024
Q4
$486K Sell
2024
Q3
$2.22M Sell
2024
Q2
$2.32M Sell
2024
Q1
$2.45M Buy
2023
Q4
$756K Sell
2023
Q3
$806K Buy
2023
Q2
Sell
2023
Q1
$775K Buy
2022
Q3
Sell
2022
Q2
$831K Buy