Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Buy
2025
Q2
$103K Buy
2024
Q3
Sell
2024
Q2
$877K Sell
2024
Q1
$1.28M Buy
2023
Q4
$105K Sell
2023
Q3
$135K Sell
2023
Q2
$1.95M Buy
2022
Q3
Sell
2022
Q2
$876K Buy