Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Sell
2025
Q2
$316K Hold
2025
Q1
$283K Sell
2024
Q4
$419K Sell
2024
Q3
$582K Hold
2024
Q2
$496K Sell
2024
Q1
$762K Sell
2023
Q4
$913K Sell
2023
Q3
$945K Sell
2023
Q2
$1.23M Sell
2023
Q1
$1.38M Sell
2022
Q4
$1.44M Buy