Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$100K Sell
2024
Q4
$175K Hold
2024
Q3
$157K Sell
2024
Q2
$172K Sell
2024
Q1
$687K Hold
2023
Q4
$628K Hold
2023
Q3
$562K Buy
2023
Q2
$684K Buy
2023
Q1
$339K Buy