Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$457K Hold
2025
Q1
$441K Sell
2024
Q4
$1.29M Hold
2024
Q3
$1.37M Buy
2024
Q2
$1.02M Buy
2024
Q1
Sell
2023
Q4
$820K Buy
2023
Q3
$374K Hold
2023
Q2
$400K Sell
2023
Q1
$421K Buy