Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Hold
2025
Q2
$248K Hold
2025
Q1
$234K Sell
2024
Q4
$1.89M Buy
2024
Q3
$365K Sell
2024
Q2
$1.52M Sell
2024
Q1
$8.2M Sell
2023
Q4
$9.05M Buy
2023
Q3
$274K Buy
2023
Q2
$283K Hold
2023
Q1
$297K Hold
2022
Q4
$235K Buy