Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Sell
2025
Q2
$375K Sell
2025
Q1
$392K Buy
2024
Q4
$448K Sell
2024
Q3
$509K Sell
2024
Q2
$513K Sell
2024
Q1
$514K Sell
2023
Q4
$751K Sell
2023
Q3
$801K Hold
2023
Q2
$884K Sell
2023
Q1
$1.3M Buy