Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$465K Sell
2025
Q1
$431K Sell
2024
Q4
$486K Buy
2024
Q3
$445K Sell
2024
Q2
$558K Sell
2024
Q1
$815K Sell
2023
Q4
$1.91M Buy