Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$166K Hold
2025
Q2
$193K Sell
2025
Q1
$585K Sell
2024
Q4
$2.33M Sell
2024
Q3
$2.7M Sell
2024
Q2
$3.94M Sell
2024
Q1
$6.92M Buy
2023
Q4
$4.94M Buy
2023
Q3
$4.09M Buy
2023
Q2
$4.33M Buy
2023
Q1
$4.67M Buy
2022
Q4
$116K Buy