Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$472K Sell
2025
Q1
$1M Buy
2024
Q4
$548K Buy
2024
Q3
$426K Buy
2024
Q2
$301K Buy
2023
Q4
Sell
2023
Q3
$211K Buy
2023
Q1
Sell
2022
Q4
$200K Buy