Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Buy
2025
Q2
$444K Buy
2025
Q1
$326K Buy
2024
Q4
$410K Buy
2024
Q3
$336K Buy
2024
Q2
$213K Sell
2024
Q1
$274K Sell
2023
Q4
$1.71M Sell
2023
Q3
$2.13M Buy