Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$398K Sell
2025
Q2
$413K Hold
2025
Q1
$369K Sell
2024
Q4
$440K Sell
2024
Q3
$691K Sell
2024
Q2
$614K Buy
2024
Q1
$760K Buy
2023
Q4
$847K Sell
2023
Q3
$843K Buy
2023
Q2
$932K Buy
2023
Q1
$1M Buy
2022
Q4
$935K Sell
2022
Q3
$747K Buy