Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$668K Buy
2025
Q2
$44K Buy
2025
Q1
$0 Sell
2024
Q4
$2K Sell
2024
Q3
$40K Sell
2024
Q2
$80K Sell
2024
Q1
$991 Sell
2023
Q4
$921K Buy
2023
Q3
$726K Buy
2023
Q2
$253K Buy