Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Buy
2024
Q2
Sell
2024
Q1
$394K Hold
2023
Q4
$405K Sell
2023
Q3
$1.02M Hold
2023
Q2
$1.02M Hold
2023
Q1
$879K Hold
2022
Q4
$803K Hold
2022
Q3
$672K Hold
2022
Q2
$842K Buy
2022
Q1
$342K Buy