Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$422K Sell
2025
Q2
$1.66M Buy
2024
Q4
Sell
2024
Q3
$954K Buy
2023
Q4
Sell
2023
Q3
$311K Sell
2023
Q2
$754K Buy
2023
Q1
$414K Buy