Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Buy
2025
Q2
$270K Sell
2025
Q1
$687K Sell
2024
Q4
$791K Hold
2024
Q3
$903K Sell
2024
Q2
$1.01M Buy
2024
Q1
$1.01M Sell
2023
Q4
$859K Buy
2023
Q3
$414K Buy