Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
2025
Q1
$163K Sell
2024
Q4
$147K Sell
2024
Q3
$163K Buy
2024
Q2
$92.5K Sell
2024
Q1
$1.21M Hold
2023
Q4
$1.24M Buy
2023
Q3
$846K Sell
2023
Q2
$910K Buy
2023
Q1
$955K Buy
2019
Q1
Sell
2018
Q4
$476K Buy