Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$322K Hold
2025
Q2
$222K Sell
2025
Q1
$855K Sell
2024
Q4
$1.47M Buy
2024
Q3
$262K Sell
2024
Q2
$256K Sell
2024
Q1
$805K Buy
2023
Q4
$259K Buy