Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Hold
2025
Q1
$376K Sell
2024
Q4
$486K Hold
2024
Q3
$553K Hold
2024
Q2
$636K Sell
2024
Q1
$668K Hold
2023
Q4
$719K Sell
2023
Q3
$1.79M Sell
2023
Q2
$2.25M Sell
2023
Q1
$2.28M Sell
2022
Q4
$3.3M Sell
2022
Q3
$3.56M Sell
2022
Q2
$5.84M Sell
2022
Q1
$9.9M Buy