Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$840K Sell
2025
Q2
$1.13M Sell
2025
Q1
$1.38M Sell
2024
Q4
$1.64M Buy
2024
Q1
Sell
2023
Q4
$1.08M Hold
2023
Q3
$916K Buy