Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$446K Buy
2024
Q4
$465K Sell
2024
Q3
$397K Hold
2024
Q2
$376K Buy
2024
Q1
$367K Buy
2023
Q4
$298K Buy
2023
Q3
$208K Hold
2023
Q2
$253K Sell
2023
Q1
$191K Buy
2022
Q4
$155K Buy