Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Buy
2024
Q4
Sell
2024
Q3
$1.84M Buy
2024
Q2
$1.14M Buy
2024
Q1
$825K Sell
2023
Q4
$899K Buy
2023
Q3
$588K Buy
2020
Q4
Sell
2020
Q3
$128K Buy