Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$215K Buy
2024
Q1
Sell
2023
Q4
$578K Hold
2023
Q3
$514K Buy
2023
Q2
$388K Hold
2023
Q1
$330K Buy
2022
Q2
Sell
2022
Q1
$512K Hold
2021
Q4
$568K Buy