Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$175K Sell
2025
Q2
$792K Buy
2025
Q1
$8.71K Buy
2024
Q4
$110 Sell
2024
Q3
$905K Buy
2024
Q1
Sell
2023
Q4
$52.8K Buy