Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$394K Buy
2024
Q4
Hold
2023
Q2
Sell
2023
Q1
$144K Buy
2022
Q4
$36.6K Buy
2022
Q1
Sell
2021
Q4
$64K Sell
2021
Q3
$11M Buy