Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Sell
2025
Q2
$567K Hold
2025
Q1
$442K Sell
2024
Q4
$1.71M Hold
2024
Q3
$2.13M Sell
2024
Q2
$3.04M Sell
2024
Q1
$3.31M Sell
2023
Q4
$5.32M Sell
2023
Q3
$6.93M Sell
2023
Q2
$6.66M Buy
2023
Q1
$2.77M Buy
2022
Q4
$322K Buy
2022
Q3
$299K Buy