Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$693K Buy
2024
Q4
Sell
2024
Q3
$220K Sell
2024
Q2
$313K Sell
2024
Q1
$1.41M Sell
2023
Q4
$1.54M Sell
2023
Q3
$1.38M Buy