Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Hold
2025
Q2
$348K Sell
2025
Q1
$352K Sell
2024
Q4
$359K Sell
2024
Q3
$905K Sell
2024
Q2
$828K Sell
2024
Q1
$961K Sell
2023
Q4
$925K Buy
2023
Q3
$821K Buy
2023
Q2
$917K Sell
2023
Q1
$955K Buy
2022
Q4
$936K Buy