Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Sell
2025
Q2
$508K Sell
2025
Q1
$485K Buy
2024
Q4
$288K Sell
2024
Q3
$296K Sell
2024
Q2
$259K Sell
2024
Q1
$300K Sell
2023
Q4
$273K Sell
2023
Q3
$250K Sell
2023
Q2
$296K Sell
2023
Q1
$235K Buy