Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77.7K Sell
2025
Q2
$408K Sell
2025
Q1
$337K Hold
2024
Q4
$336K Hold
2024
Q3
$400K Sell
2024
Q2
$580K Hold
2024
Q1
$441K Sell
2023
Q4
$624K Sell
2023
Q3
$1.05M Hold
2023
Q2
$1.17M Sell
2023
Q1
$841K Hold
2022
Q4
$707K Buy
2022
Q3
$509K Buy