Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Buy
2023
Q4
Sell
2023
Q3
$207K Sell
2023
Q2
$269K Sell
2023
Q1
$550K Buy
2022
Q4
$454K Sell
2022
Q3
$618K Buy