Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$110K Hold
2025
Q3
$107K Sell
2025
Q2
$141K Sell
2025
Q1
$184K Sell
2024
Q4
$238K Sell
2024
Q3
$285K Buy
2024
Q2
$289K Hold
2024
Q1
$268K Hold
2023
Q4
$263K Sell
2023
Q3
$290K Sell
2023
Q2
$332K Sell
2023
Q1
$1.61M Sell
2022
Q4
$1.68M Sell
2022
Q3
$1.81M Sell
2022
Q2
$1.95M Buy
2022
Q1
$2M Buy