Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$254K Hold
2024
Q4
$268K Hold
2024
Q3
$269K Hold
2024
Q2
$216K Hold
2024
Q1
$235K Sell
2023
Q4
$921K Buy
2023
Q3
$339K Sell
2023
Q2
$441K Buy
2023
Q1
$281K Buy
2021
Q2
Sell
2021
Q1
$324K Buy