Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$453K Hold
2025
Q2
$523K Sell
2025
Q1
$590K Hold
2024
Q4
$604K Sell
2024
Q3
$803K Buy
2024
Q2
$14.5K Sell
2024
Q1
$42.3K Hold
2023
Q4
$40.6K Buy