Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$307K Buy
2025
Q1
$296K Sell
2024
Q4
$641K Sell
2024
Q3
$821K Sell
2024
Q2
$990K Buy
2024
Q1
$1.13M Buy
2023
Q4
$864K Buy
2023
Q3
Sell
2023
Q2
$246K Hold
2023
Q1
$246K Buy