Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$12.6K Sell
2025
Q1
$587K Sell
2024
Q4
$525K Sell
2024
Q3
$707K Sell
2024
Q2
$939K Sell
2024
Q1
$987K Sell
2023
Q4
$967K Buy