Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Sell
2025
Q2
$470K Hold
2025
Q1
$335K Sell
2024
Q4
$621K Buy
2024
Q3
$607K Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.02M Sell
2023
Q4
$1.76M Hold
2023
Q3
$2.21M Buy
2023
Q2
$442K Hold
2023
Q1
$321K Buy