Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2024
Q3
Sell
2024
Q2
$710K Sell
2024
Q1
$721K Buy
2023
Q4
Sell
2023
Q3
$112K Buy
2022
Q3
Sell
2022
Q2
$2.49M Buy
2022
Q1
$3.05M Buy