Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q2
$247K Sell
2025
Q1
$258K Buy
2024
Q4
Sell
2024
Q3
$214K Buy
2024
Q1
Sell
2023
Q4
$1.15M Buy
2023
Q3
$316K Hold
2023
Q2
$310K Sell
2023
Q1
$517K Sell
2022
Q4
$744K Sell
2022
Q3
$2.2M Sell
2022
Q2
$2.15M Buy