Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Buy
2025
Q2
$230K Sell
2025
Q1
$274K Sell
2024
Q4
$285K Sell
2024
Q3
$479K Sell
2024
Q2
$744K Sell
2024
Q1
$1.04M Buy
2023
Q4
$1.04M Buy
2023
Q3
$898K Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.41M Sell
2022
Q4
$1.23M Buy
2022
Q3
$958K Buy
2022
Q2
Sell
2022
Q1
$384K Hold
2021
Q4
$295K Buy