Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$358K Sell
2025
Q1
$986K Buy
2024
Q4
$394K Buy
2024
Q3
$466K Sell
2024
Q2
$426K Sell
2024
Q1
$835K Buy
2023
Q4
$377K Buy