Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$209K Hold
2024
Q4
$205K Sell
2024
Q3
$346K Sell
2024
Q2
$389K Hold
2024
Q1
$410K Hold
2023
Q4
$465K Sell
2023
Q3
$494K Hold
2023
Q2
$569K Sell
2023
Q1
$645K Buy