Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$649K Hold
2025
Q1
$744K Sell
2024
Q4
$1.05M Buy
2022
Q4
Sell
2022
Q3
$105K Hold
2022
Q2
$109K Buy