Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$610K Buy
2024
Q4
$1.12M Buy
2024
Q3
$994K Buy
2024
Q1
Sell
2023
Q4
$152K Hold
2023
Q3
$141K Hold
2023
Q2
$215K Hold
2023
Q1
$215K Buy
2022
Q4
$105K Buy
2022
Q3
$149K Hold
2022
Q2
$106K Buy