Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$578K Buy
2024
Q4
$499K Sell
2024
Q3
$744K Buy
2024
Q2
$251K Sell
2024
Q1
$483K Hold
2023
Q4
$426K Hold
2023
Q3
$386K Buy
2020
Q4
Sell
2020
Q3
$118K Buy