Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Sell
2025
Q2
$396K Sell
2025
Q1
$628K Sell
2024
Q4
$1.23M Sell
2024
Q3
$1.41M Buy
2024
Q2
$1.21M Buy
2024
Q1
$1.34M Buy
2023
Q4
$748K Buy