Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Buy
2025
Q2
Sell
2025
Q1
$339K Sell
2024
Q4
$354K Sell
2024
Q3
$606K Sell
2024
Q2
$835K Sell
2024
Q1
$1.33M Sell
2023
Q4
$1.53M Buy