Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$236K Sell
2025
Q1
$272K Hold
2024
Q4
$285K Hold
2024
Q3
$310K Hold
2024
Q2
$300K Hold
2024
Q1
$298K Sell
2023
Q4
$319K Sell
2023
Q3
$3.14M Sell
2023
Q2
$3.73M Sell
2023
Q1
$4.16M Buy
2022
Q4
$1.04M Buy
2022
Q3
$762K Buy
2022
Q2
$598K Buy