Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$202K Sell
2024
Q2
$353K Sell
2024
Q1
$376K Buy
2023
Q4
$368K Sell
2023
Q3
$1.06M Sell
2023
Q2
$2.54M Sell
2023
Q1
$2.35M Buy