Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Sell
2025
Q2
$346K Sell
2025
Q1
$430K Sell
2024
Q4
$490K Hold
2024
Q3
$490K Sell
2024
Q2
$657K Sell
2024
Q1
$970K Sell
2023
Q4
$1.15M Sell
2023
Q3
$884K Sell
2023
Q2
$890K Buy
2023
Q1
$865K Sell
2022
Q4
$726K Buy