Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$66.4K Sell
2025
Q1
$296K Hold
2024
Q4
$255K Sell
2024
Q3
$286K Sell
2024
Q2
$316K Buy
2024
Q1
$398K Hold
2023
Q4
$356K Buy
2023
Q3
$282K Sell
2023
Q2
$1.61M Sell
2023
Q1
$3.68M Buy