Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$233K Hold
2024
Q4
$980K Hold
2024
Q3
$286K Hold
2024
Q2
$560K Hold
2024
Q1
$752K Hold
2023
Q4
$819K Buy
2023
Q3
$991K Hold
2023
Q2
$1.07M Buy