Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$118K Hold
2024
Q4
$185K Hold
2024
Q3
$232K Hold
2024
Q2
$213K Buy
2024
Q1
$306K Sell
2023
Q4
$511K Hold
2023
Q3
$301K Hold
2023
Q2
$459K Buy
2021
Q4
Sell
2021
Q3
$1.59M Hold
2021
Q2
$1.37M Buy