Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$213K Hold
2025
Q1
$230K Sell
2024
Q4
$293K Sell
2024
Q3
$489K Hold
2024
Q2
$442K Sell
2024
Q1
$363K Sell
2023
Q4
$529K Sell
2023
Q3
$471K Hold
2023
Q2
$534K Buy
2023
Q1
$452K Buy
2022
Q4
$276K Buy
2022
Q3
$292K Buy