Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
2025
Q1
Sell
2024
Q4
$382K Sell
2024
Q3
$630K Buy
2024
Q2
$200K Sell
2024
Q1
$1.34M Sell
2023
Q4
$2.49M Buy
2023
Q3
Hold