Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$645K Buy
2025
Q2
$207K Buy
2024
Q2
Sell
2024
Q1
$216K Sell
2023
Q4
$315K Hold
2023
Q3
$232K Sell
2023
Q2
$1.45M Buy