Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
2023
Q1
Sell
2022
Q4
$227K Sell
2022
Q3
$252K Sell
2022
Q2
$284K Sell
2022
Q1
$534K Hold
2021
Q4
$476K Buy
2021
Q3
$414K Sell
2021
Q2
$800K Buy