Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$238K Sell
2024
Q4
$447K Hold
2024
Q3
$429K Sell
2024
Q2
$2.07M Sell
2024
Q1
$3.69M Sell
2023
Q4
$3.62M Sell
2023
Q3
$4.15M Sell
2023
Q2
$4.47M Buy
2023
Q1
$3.24M Buy
2022
Q4
$432K Buy