Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Sell
2025
Q2
$289K Buy
2025
Q1
$258K Buy
2024
Q4
$218K Sell
2024
Q3
$250K Sell
2024
Q2
$234K Sell
2024
Q1
$326K Buy
2021
Q3
Sell
2021
Q2
$3.03M Hold
2021
Q1
$3.08M Buy