Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Sell
2025
Q2
$1.42M Sell
2025
Q1
$1.62M Buy
2024
Q4
$782K Buy
2024
Q3
$200K Buy
2024
Q2
Sell
2024
Q1
$217K Sell
2023
Q4
$299K Sell
2023
Q3
$417K Buy
2023
Q2
$317K Sell
2023
Q1
$304K Buy