Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$80.4K Hold
2024
Q4
$133K Sell
2024
Q3
$385K Buy
2024
Q2
$60.1K Sell
2024
Q1
$627K Buy
2023
Q4
$383K Buy
2022
Q2
Sell
2022
Q1
$976K Buy
2021
Q4
Sell
2021
Q3
$1.1M Buy