Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Sell
2025
Q2
$392K Sell
2025
Q1
$407K Buy
2024
Q3
$332K Sell
2024
Q2
$360K Sell
2024
Q1
$339K Buy
2023
Q3
$594K Sell
2023
Q2
$550K Sell
2023
Q1
$2.16M Buy