Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$537K Sell
2025
Q1
$1.51M Buy
2024
Q4
$989K Buy
2024
Q3
$249K Sell
2024
Q2
$547K Buy
2024
Q1
Sell
2023
Q4
$253K Buy