Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Hold
2025
Q1
$600K Hold
2024
Q4
$886K Hold
2024
Q3
$1.06M Hold
2024
Q2
$938K Hold
2024
Q1
$1.36M Hold
2023
Q4
$1.54M Hold
2023
Q3
$1.3M Hold
2023
Q2
$1.26M Sell
2023
Q1
$1.31M Sell
2022
Q4
$1.39M Buy