Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$784K Buy
2024
Q4
Hold
2024
Q3
Sell
2024
Q2
$661K Sell
2024
Q1
$1.47M Buy
2023
Q4
$1.39M Buy
2023
Q3
Sell
2023
Q2
$1.22M Buy