Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$139K Buy
2024
Q4
$108K Hold
2024
Q3
$244K Hold
2024
Q2
$456K Buy
2024
Q1
$204K Hold
2023
Q4
$94.2K Hold
2023
Q3
$70.3K Hold
2023
Q2
$124K Sell
2023
Q1
$397K Buy
2022
Q4
$273K Buy
2022
Q3
$106K Sell
2022
Q2
$288K Buy