Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Hold
2025
Q2
$328K Sell
2025
Q1
$301K Hold
2024
Q4
$288K Hold
2024
Q3
$259K Sell
2024
Q2
$3.68M Sell
2024
Q1
$3.9M Sell
2023
Q4
$6.46M Buy