Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Hold
2025
Q2
$249K Hold
2025
Q1
$240K Hold
2024
Q4
$211K Hold
2024
Q3
$224K Sell
2024
Q2
$211K Sell
2024
Q1
$219K Sell
2023
Q4
$236K Buy
2023
Q1
Sell
2022
Q4
$750K Sell
2022
Q3
$718K Buy
2022
Q2
$836K Sell
2022
Q1
$979K Buy
2021
Q4
$1.14M Buy