Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
2025
Q1
$313K Sell
2024
Q4
$627K Sell
2024
Q3
$1.2M Buy
2024
Q2
$926K Sell
2024
Q1
$1.1M Hold
2023
Q4
$1.04M Buy
2023
Q3
$930K Sell
2023
Q2
$1.15M Buy
2023
Q1
$1.15M Buy