Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Buy
2025
Q2
$465K Sell
2025
Q1
$766K Sell
2024
Q4
$824K Buy
2024
Q3
$771K Sell
2024
Q2
$1.46M Sell
2024
Q1
$2.12M Sell
2023
Q4
$2.64M Sell
2023
Q3
$3.07M Sell
2023
Q2
$2.96M Sell
2023
Q1
$3.42M Hold
2022
Q4
$3.42M Buy