Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Buy
2024
Q4
Sell
2024
Q3
$230K Buy
2024
Q2
Sell
2024
Q1
$204K Sell
2023
Q4
$2.8M Buy
2023
Q3
$2.2M Buy
2023
Q2
$2.36M Sell
2023
Q1
$2.05M Sell
2022
Q4
$1.94M Buy