Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Buy
2025
Q2
$181K Sell
2025
Q1
$457K Sell
2024
Q4
$663K Sell
2024
Q3
$849K Buy
2024
Q2
$786K Sell
2024
Q1
$849K Sell
2023
Q4
$976K Buy
2023
Q3
$226K Buy