Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2023
Q3
Sell
2023
Q2
$2.21M Buy
2023
Q1
$1.14M Buy
2022
Q4
$562K Buy
2022
Q3
Sell
2022
Q2
$342K Buy