Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2025
Q1
$381K Hold
2024
Q4
$429K Sell
2024
Q3
$407K Buy
2024
Q2
$368K Sell
2024
Q1
$307K Sell
2023
Q4
$447K Sell
2023
Q3
$953K Hold
2023
Q2
$1.08M Buy
2023
Q1
$821K Sell
2022
Q4
$650K Buy
2022
Q3
$0 Buy