Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$356K Sell
2024
Q4
$1.63M Buy
2024
Q3
$943K Sell
2024
Q2
$1.67M Sell
2024
Q1
$2.16M Buy
2023
Q4
$651K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$490K Buy