Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Sell
2025
Q2
$2.81M Buy
2024
Q4
Sell
2024
Q3
$440K Buy
2024
Q2
Sell
2024
Q1
$455K Sell
2023
Q4
$883K Buy
2022
Q4
Sell
2022
Q3
$252K Buy