Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$331K Sell
2024
Q4
$445K Hold
2024
Q3
$429K Sell
2024
Q2
$879K Buy
2024
Q1
$779K Buy
2023
Q2
Sell
2023
Q1
$1.64M Buy
2022
Q4
$253K Buy