Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$423K Buy
2024
Q4
Sell
2024
Q3
$270K Buy
2024
Q2
Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.61M Buy
2023
Q3
Sell
2023
Q2
$458K Buy
2022
Q4
Sell
2022
Q3
$1.06M Buy