Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2025
Q1
Sell
2024
Q4
$740K Sell
2024
Q3
$2.15M Buy
2024
Q2
$811K Buy
2024
Q1
Sell
2023
Q4
$421K Sell
2023
Q3
$415K Buy