Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Buy
2024
Q4
Sell
2024
Q3
$342K Sell
2024
Q2
$666K Buy
2024
Q1
Sell
2023
Q4
$907K Buy
2023
Q3
$209K Buy
2023
Q1
Sell
2022
Q4
$292K Sell
2022
Q3
$456K Sell
2022
Q2
$591K Sell
2022
Q1
$2.17M Buy