Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Hold
2025
Q2
$301K Sell
2025
Q1
$365K Sell
2024
Q4
$834K Sell
2024
Q3
$996K Sell
2024
Q2
$868K Sell
2024
Q1
$1.1M Buy
2023
Q4
$1.25M Sell
2023
Q3
$1.11M Sell
2023
Q2
$1.29M Buy