Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Buy
2024
Q1
Sell
2023
Q4
$511K Buy
2023
Q2
Sell
2023
Q1
$652K Sell
2022
Q4
$1.02M Buy
2022
Q2
Sell
2022
Q1
$349K Buy