Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
2025
Q1
$1.31M Buy
2024
Q4
$291K Hold
2024
Q3
$246K Sell
2024
Q2
$623K Hold
2024
Q1
$509K Buy
2023
Q4
$580K Hold
2023
Q3
$600K Sell
2023
Q2
$510K Sell
2023
Q1
$549K Buy
2022
Q4
$323K Buy