Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
2025
Q1
$264K Hold
2024
Q4
$263K Sell
2024
Q3
$516K Buy
2024
Q2
$205K Sell
2024
Q1
$189K Hold
2023
Q4
$231K Sell
2023
Q3
$156K Hold
2023
Q2
$88.3K Buy
2023
Q1
$31.6K Buy