Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$422K Sell
2024
Q4
$8.11M Buy
2023
Q1
Sell
2022
Q4
$27K Buy
2022
Q3
$22K Sell
2022
Q2
$53K Hold
2022
Q1
$63K Buy