Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$383K Hold
2025
Q1
$463K Hold
2024
Q4
$645K Sell
2024
Q3
$916K Hold
2024
Q2
$900K Buy
2024
Q1
$1.12M Hold
2023
Q4
$1.03M Hold
2023
Q3
$954K Hold
2023
Q2
$981K Sell
2023
Q1
$1.08M Hold
2022
Q4
$1.03M Sell
2022
Q3
$841K Sell
2022
Q2
$910K Sell
2022
Q1
$1.04M Buy