Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$607K Sell
2025
Q2
$636K Sell
2025
Q1
$680K Sell
2024
Q4
$815K Sell
2024
Q3
$1.01M Sell
2024
Q2
$922K Sell
2024
Q1
$949K Buy