Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2025
Q1
Sell
2024
Q4
$886K Buy
2024
Q1
Sell
2023
Q4
$475K Sell
2023
Q3
$492K Sell
2023
Q2
$1.06M Buy
2023
Q1
$822K Buy
2022
Q4
$550K Sell
2022
Q3
$1.14M Buy