Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Sell
2025
Q2
$261K Sell
2025
Q1
$387K Sell
2024
Q4
$598K Sell
2024
Q3
$599K Sell
2024
Q2
$569K Buy
2024
Q1
$266K Sell
2023
Q4
$419K Sell
2023
Q3
$381K Sell
2023
Q2
$586K Buy
2023
Q1
$439K Buy
2022
Q4
$290K Buy