Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Buy
2025
Q1
Sell
2024
Q4
$202K Sell
2024
Q3
$248K Sell
2024
Q2
$923K Sell
2024
Q1
$2.46M Sell
2023
Q4
$2.9M Buy
2023
Q3
$738K Buy
2023
Q2
$539K Buy