Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
2025
Q1
$504K Buy
2024
Q4
$673K Buy
2024
Q3
$647K Hold
2024
Q2
$828K Hold
2024
Q1
$1.3M Buy
2023
Q4
$319K Sell
2023
Q3
$181K Hold
2023
Q2
$457K Hold
2023
Q1
$328K Buy
2022
Q4
$138K Buy