Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2025
Q1
$256K Sell
2024
Q4
$302K Sell
2024
Q3
$370K Sell
2024
Q2
$436K Sell
2024
Q1
$583K Sell
2023
Q4
$687K Sell
2023
Q3
$560K Buy
2023
Q2
$455K Hold
2023
Q1
$458K Buy