Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$455K Sell
2025
Q2
$463K Sell
2025
Q1
$406K Buy
2023
Q4
Sell
2023
Q3
$621K Sell
2023
Q2
$1.28M Sell
2023
Q1
$1.38M Buy
2022
Q4
Sell
2022
Q3
$1.71M Buy
2022
Q2
$733K Buy