Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$395K Hold
2025
Q1
$400K Buy
2024
Q4
$454K Sell
2024
Q3
$805K Sell
2024
Q2
$1.22M Hold
2024
Q1
$1.79M Sell
2023
Q4
$1.8M Buy
2023
Q3
$1.49M Buy
2023
Q2
$990K Buy
2023
Q1
$178K Buy
2022
Q3
Sell
2022
Q2
$163K Hold
2022
Q1
$167K Buy