Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Hold
2025
Q1
$517K Sell
2024
Q4
$2.01M Sell
2024
Q3
$1.85M Buy
2024
Q2
$507K Hold
2024
Q1
$770K Hold
2023
Q4
$1.33M Hold
2023
Q3
$642K Sell
2023
Q2
$883K Buy