Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Hold
2025
Q2
$215K Sell
2025
Q1
$1.25M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.45M Buy
2024
Q2
$226K Hold
2024
Q1
$236K Hold
2023
Q4
$222K Buy