Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Buy
2025
Q1
$136K Sell
2024
Q4
$179K Sell
2024
Q3
$254K Sell
2024
Q2
$832K Sell
2024
Q1
$1.25M Sell
2023
Q4
$1.78M Buy
2023
Q3
$815K Sell
2023
Q2
$1.36M Buy
2023
Q1
$219K Buy
2022
Q4
$157K Buy
2022
Q3
$121K Buy