Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$492K Sell
2025
Q2
$658K Buy
2025
Q1
$591K Sell
2024
Q4
$958K Buy
2024
Q3
$1.02M Hold
2024
Q2
$1.03M Sell
2024
Q1
$1.59M Buy
2020
Q1
Sell
2019
Q4
$129K Buy