Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Buy
2024
Q4
Sell
2024
Q3
$1.18M Buy
2024
Q2
Sell
2024
Q1
$183K Buy
2023
Q3
Sell
2023
Q2
$270K Sell
2023
Q1
$998K Buy
2022
Q4
$418K Buy