Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
2025
Q1
$428K Hold
2024
Q4
$443K Sell
2024
Q3
$349K Hold
2024
Q2
$475K Hold
2024
Q1
$722K Hold
2023
Q4
$1.25M Hold
2023
Q3
$601K Hold
2023
Q2
$612K Hold
2023
Q1
$369K Hold
2022
Q4
$727K Hold
2022
Q3
$370K Buy