Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$592K Sell
2025
Q2
$1.01M Buy
2024
Q1
Sell
2023
Q4
$580K Buy
2023
Q3
$299K Sell
2023
Q2
$539K Buy
2022
Q1
Hold
2021
Q4
Hold