Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
2025
Q1
$808K Sell
2024
Q4
$1.08M Hold
2024
Q3
$700K Hold
2024
Q2
$624K Sell
2024
Q1
$834K Hold
2023
Q4
$869K Hold
2023
Q3
$920K Buy