Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
2025
Q1
$257K Hold
2024
Q4
$390K Sell
2024
Q3
$739K Sell
2024
Q2
$1.67M Buy
2024
Q1
$310K Hold
2023
Q4
$263K Buy
2023
Q3
$230K Hold
2023
Q2
$330K Buy
2023
Q1
$255K Hold
2022
Q4
$302K Sell
2022
Q3
$412K Sell
2022
Q2
$436K Buy