Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$179K Sell
2025
Q2
$1.08M Sell
2025
Q1
$1.87M Sell
2024
Q4
$3.46M Buy
2024
Q3
$913K Sell
2024
Q2
$830K Sell
2024
Q1
$3.45M Buy
2023
Q4
$2.43M Buy