Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Sell
2025
Q2
$438K Sell
2025
Q1
$460K Sell
2024
Q4
$1.86M Buy
2024
Q3
$584K Sell
2024
Q2
$942K Buy
2024
Q1
Sell
2023
Q4
$25.7K Buy