Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Sell
2025
Q2
$407K Sell
2025
Q1
$1.2M Buy
2024
Q4
Sell
2024
Q3
$209K Buy
2024
Q2
Sell
2024
Q1
$257K Buy
2022
Q4
Sell
2022
Q3
$472K Sell
2022
Q2
$581K Buy