Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
2025
Q1
$120K Buy
2024
Q4
$300K Sell
2024
Q3
$341K Sell
2024
Q2
$375K Sell
2024
Q1
$400K Buy
2023
Q4
$1.34M Sell
2023
Q3
$1.45M Sell
2023
Q2
$2.22M Buy
2023
Q1
$1.67M Buy
2022
Q4
$1.82M Sell
2022
Q3
$2.77M Buy