Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$573K Buy
2024
Q2
Sell
2024
Q1
$1.32M Sell
2023
Q4
$2M Buy
2023
Q3
$459K Hold
2023
Q2
$493K Hold
2023
Q1
$427K Sell
2022
Q4
$461K Buy