Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$110K Sell
2025
Q1
$1.03M Buy
2024
Q4
$578K Buy
2024
Q3
$556K Buy
2024
Q2
$434K Buy
2024
Q1
$389K Buy
2023
Q4
$272K Sell
2023
Q3
$408K Sell
2023
Q2
$637K Buy
2023
Q1
$469K Buy