Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$233K Buy
2024
Q4
$204K Sell
2024
Q3
$311K Sell
2024
Q2
$545K Sell
2024
Q1
$719K Buy
2023
Q4
$341K Buy
2023
Q3
$293K Hold
2023
Q2
$267K Sell
2023
Q1
$515K Sell
2022
Q4
$527K Buy
2022
Q3
Sell
2022
Q2
$317K Sell
2022
Q1
$417K Buy