Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2025
Q1
$246K Hold
2024
Q4
$278K Sell
2024
Q3
$844K Buy
2024
Q2
$615K Sell
2024
Q1
$1.02M Hold
2023
Q4
$882K Sell
2023
Q3
$1.85M Buy
2023
Q2
$1.69M Sell
2023
Q1
$1.49M Buy