Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$395K Sell
2025
Q1
$488K Sell
2024
Q4
$445K Sell
2024
Q3
$642K Sell
2024
Q2
$1.48M Hold
2024
Q1
$1.48M Buy
2023
Q4
$1.65M Buy
2023
Q3
$1.16M Buy