Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Sell
2025
Q2
$622K Buy
2024
Q2
Sell
2024
Q1
$662K Sell
2023
Q4
$778K Sell
2023
Q3
$1.04M Buy
2023
Q2
$538K Sell
2023
Q1
$516K Buy