Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$158K Hold
2025
Q2
$151K Hold
2025
Q1
$141K Sell
2024
Q4
$158K Sell
2024
Q3
$218K Sell
2024
Q2
$238K Sell
2024
Q1
$309K Sell
2023
Q4
$289K Sell
2023
Q3
$262K Sell
2023
Q2
$275K Sell
2023
Q1
$678K Sell
2022
Q4
$932K Buy