Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Sell
2025
Q2
$201K Buy
2025
Q1
$144K Sell
2024
Q4
$268K Sell
2024
Q3
$869K Sell
2024
Q2
$698K Buy
2024
Q1
$820K Buy
2023
Q4
$1.21M Buy
2023
Q3
$767K Buy
2023
Q2
$477K Buy