Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$635K Buy
2025
Q2
Sell
2025
Q1
$755K Buy
2023
Q4
Sell
2023
Q3
$1.29M Buy
2022
Q1
Sell
2021
Q4
$387K Buy