Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Buy
2025
Q2
$838K Buy
2023
Q3
Sell
2023
Q2
$4K Hold
2023
Q1
$4K Sell
2022
Q4
$8K Hold
2022
Q3
$7K Buy
2022
Q2
$13K Buy
2022
Q1
$12K Buy