Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Sell
2025
Q2
$453K Sell
2025
Q1
$2.51M Buy
2024
Q4
Sell
2024
Q3
$390 Buy
2024
Q2
$71 Sell
2024
Q1
$902K Sell
2023
Q4
$1.75M Buy