Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Buy
2025
Q2
$280K Sell
2025
Q1
$497K Sell
2024
Q4
$661K Sell
2024
Q3
$1.01M Buy
2024
Q2
$335K Sell
2024
Q1
$564K Buy
2023
Q2
Sell
2023
Q1
$1.34M Buy