Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$678K Buy
2024
Q4
Sell
2024
Q3
$1.69M Buy
2024
Q2
Sell
2024
Q1
$204K Sell
2023
Q4
$465K Buy
2023
Q3
$335K Sell
2023
Q2
$1.42M Buy