Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2023
Q4
Sell
2023
Q3
$173K Sell
2023
Q2
$850K Buy
2023
Q1
$81K Buy
2022
Q4
Sell
2022
Q3
$196K Buy
2022
Q2
$48K Buy