Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Hold
2025
Q2
$294K Buy
2025
Q1
$280K Hold
2024
Q4
$271K Sell
2024
Q3
$943K Sell
2024
Q2
$936K Sell
2024
Q1
$820K Hold
2023
Q4
$738K Buy
2023
Q3
$632K Sell
2023
Q2
$669K Sell
2023
Q1
$622K Buy
2022
Q4
$433K Buy