Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Sell
2025
Q2
$1.54M Sell
2025
Q1
$1.62M Buy
2024
Q4
$265K Buy
2024
Q3
$230K Hold
2024
Q2
$219K Buy
2023
Q4
Sell
2023
Q3
$100K Buy
2023
Q1
Sell
2022
Q4
$240K Buy