Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$384K Sell
2025
Q1
$450K Hold
2024
Q4
$396K Hold
2024
Q3
$419K Buy
2024
Q2
$313K Buy
2022
Q4
Sell
2022
Q3
$492K Sell
2022
Q2
$1.52M Sell
2022
Q1
$2M Sell
2021
Q4
$2.42M Buy