Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
2024
Q4
Sell
2024
Q3
$520K Buy
2024
Q1
Sell
2023
Q4
$298K Hold
2023
Q3
$264K Sell
2023
Q2
$387K Buy
2023
Q1
$238K Sell
2022
Q4
$469K Buy
2022
Q3
$336K Buy