Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$557K Buy
2025
Q1
Sell
2024
Q4
$140K Sell
2024
Q3
$153K Buy
2024
Q1
Sell
2023
Q4
$665K Buy
2023
Q3
$140K Sell
2023
Q2
$354K Sell
2023
Q1
$511K Buy