Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$232K Sell
2024
Q4
$599K Hold
2024
Q3
$603K Hold
2024
Q2
$472K Sell
2024
Q1
$631K Sell
2023
Q4
$545K Buy
2023
Q3
$301K Sell
2023
Q2
$287K Buy
2022
Q4
Sell
2022
Q3
$268K Sell
2022
Q2
$333K Hold
2022
Q1
$307K Buy
2021
Q4
$240K Buy