Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Sell
2025
Q2
$262K Buy
2025
Q1
$167K Sell
2024
Q4
$190K Sell
2024
Q3
$269K Sell
2024
Q2
$1.95M Sell
2024
Q1
$1.88M Buy
2023
Q4
$1.61M Buy
2023
Q3
$1.22M Buy
2023
Q2
$899K Buy
2023
Q1
Sell
2022
Q4
$257K Buy