Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$696K Hold
2025
Q2
$641K Sell
2025
Q1
$754K Buy
2024
Q4
$649K Sell
2024
Q3
$1.54M Sell
2024
Q2
$1.66M Buy
2024
Q1
$2.18M Buy
2023
Q4
$385K Buy