Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Sell
2025
Q2
$283K Sell
2025
Q1
$516K Sell
2024
Q4
$788K Sell
2024
Q3
$977K Sell
2024
Q2
$995K Hold
2024
Q1
$1.04M Buy
2022
Q1
Sell
2021
Q4
$239K Sell
2021
Q3
$939K Sell
2021
Q2
$1.12M Buy