Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Buy
2025
Q1
$220K Hold
2024
Q4
$255K Sell
2024
Q3
$663K Hold
2024
Q2
$796K Buy
2024
Q1
$815K Sell
2023
Q4
$1.04M Sell
2023
Q3
$1M Buy
2023
Q2
$354K Buy