Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$336K Sell
2024
Q4
$438K Hold
2024
Q3
$482K Hold
2024
Q2
$470K Buy
2024
Q1
$386K Sell
2023
Q4
$404K Buy
2023
Q3
$312K Hold
2023
Q2
$373K Sell
2023
Q1
$633K Sell
2022
Q4
$580K Sell
2022
Q3
$541K Buy
2022
Q2
$315K Buy
2022
Q1
$347K Buy