Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251K Sell
2025
Q2
$715K Sell
2025
Q1
$2.61M Sell
2024
Q4
$3.36M Buy
2024
Q3
$896K Sell
2024
Q2
$803K Sell
2024
Q1
$1.28M Buy
2023
Q4
$1.24M Buy
2023
Q3
$713K Buy