Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$616K Sell
2025
Q2
$522K Sell
2025
Q1
$498K Sell
2024
Q4
$558K Sell
2024
Q3
$1.57M Sell
2024
Q2
$1.38M Buy
2024
Q1
$1.57M Buy
2023
Q4
$745K Sell
2023
Q3
$548K Buy
2023
Q2
$402K Buy
2023
Q1
$291K Buy