Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$218K Sell
2025
Q1
$732K Hold
2024
Q4
$848K Sell
2024
Q3
$951K Sell
2024
Q2
$887K Sell
2024
Q1
$1.12M Sell
2023
Q4
$1.12M Sell
2023
Q3
$902K Buy
2023
Q2
$852K Buy