Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$725K Buy
2024
Q1
Sell
2023
Q4
$507K Buy
2023
Q1
Sell
2022
Q4
$44.8K Hold
2022
Q3
$69K Hold
2022
Q2
$80K Buy