Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$356K Sell
2025
Q1
$2.56M Buy
2024
Q4
$2.08M Buy
2023
Q2
Sell
2023
Q1
$1.99M Buy
2022
Q4
$1.6M Buy