Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
2023
Q3
Sell
2023
Q2
$900K Sell
2023
Q1
$907K Buy
2022
Q4
$611K Sell
2022
Q3
$533K Sell
2022
Q2
$1M Buy
2022
Q1
$529K Buy