Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$165K Hold
2025
Q2
$181K Sell
2025
Q1
$296K Sell
2024
Q4
$846K Sell
2024
Q3
$1.57M Sell
2024
Q2
$1.74M Sell
2024
Q1
$1.67M Sell
2023
Q4
$2.05M Sell
2023
Q3
$1.81M Buy
2023
Q2
$279K Buy