Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Buy
2024
Q3
Sell
2024
Q2
$706K Sell
2024
Q1
$1.22M Buy
2023
Q4
Sell
2023
Q3
$648K Buy
2023
Q2
$581K Buy
2023
Q1
Sell
2022
Q4
$567K Buy