Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Sell
2025
Q2
$740K Sell
2025
Q1
$1.35M Sell
2024
Q4
$1.99M Buy
2024
Q3
$1.08M Sell
2024
Q2
$1.21M Buy
2024
Q1
$1.08M Buy
2023
Q4
$894K Buy
2023
Q3
$401K Buy