Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Sell
2025
Q2
$209K Buy
2025
Q1
$205K Sell
2024
Q4
$367K Sell
2024
Q3
$425K Sell
2024
Q2
$1.61M Buy
2024
Q1
$134K Sell
2023
Q4
$1.7M Buy
2023
Q3
$1.4M Sell
2023
Q2
$1.94M Buy