Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Buy
2023
Q3
Sell
2023
Q2
$73.2K Sell
2023
Q1
$620K Buy
2022
Q4
$632K Buy
2022
Q1
Sell
2021
Q4
$228K Buy