Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Buy
2025
Q2
$624K Sell
2025
Q1
$769K Sell
2024
Q4
$795K Sell
2024
Q3
$745K Sell
2024
Q2
$676K Sell
2024
Q1
$682K Buy
2023
Q4
$594K Buy