Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
2025
Q1
Sell
2024
Q4
$214K Sell
2024
Q3
$1.4M Buy
2024
Q2
$1.04M Sell
2024
Q1
$2.2M Hold
2023
Q4
$2.65M Buy
2023
Q3
Sell
2023
Q2
$3.9M Buy
2023
Q1
Sell
2022
Q4
$2.95M Buy
2022
Q3
$718K Buy
2022
Q2
Sell
2022
Q1
$775K Sell
2021
Q4
$1.01M Sell
2021
Q3
$1.95M Buy