Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
2025
Q1
$135K Sell
2024
Q4
$160K Hold
2024
Q3
$194K Hold
2024
Q2
$161K Sell
2024
Q1
$890K Sell
2023
Q4
$1.04M Hold
2023
Q3
$938K Sell
2023
Q2
$1.18M Hold
2023
Q1
$1.05M Hold
2022
Q4
$797K Hold
2022
Q3
$710K Hold
2022
Q2
$606K Buy
2022
Q1
$183K Buy