Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$804K Hold
2025
Q2
$712K Sell
2025
Q1
$401K Hold
2024
Q4
$500K Buy
2024
Q3
$323K Sell
2024
Q2
$1.16M Sell
2024
Q1
$1.11M Hold
2023
Q4
$1.1M Buy
2023
Q3
$712K Buy
2023
Q2
$460K Buy
2023
Q1
$316K Buy