Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$306K Buy
2024
Q4
$408K Hold
2024
Q3
$579K Buy
2024
Q2
$562K Hold
2024
Q1
$700K Sell
2023
Q4
$1.12M Sell
2023
Q3
$1.44M Buy
2023
Q2
$1.02M Hold
2023
Q1
$1.1M Hold
2022
Q4
$1.05M Hold
2022
Q3
$851K Buy
2022
Q2
$110K Buy