Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Hold
2025
Q2
$335K Hold
2025
Q1
$380K Sell
2024
Q4
$427K Hold
2024
Q3
$488K Sell
2024
Q2
$539K Sell
2024
Q1
$581K Sell
2023
Q4
$1.31M Buy
2023
Q3
$453K Sell
2023
Q2
$518K Sell
2023
Q1
$483K Sell
2022
Q4
$525K Buy