Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Sell
2025
Q2
$435K Buy
2025
Q1
$342K Sell
2024
Q4
$818K Buy
2024
Q3
$894K Sell
2024
Q2
$1.04M Buy
2024
Q1
$891K Buy
2023
Q4
$537K Buy
2023
Q3
$292K Buy